Decidedly Different

We strive to provide innovative strategies to support financial advisors and their clients in meeting the investment challenges of an ever changing global market environment.

From our founding in 2006, Catalyst Mutual Funds set out to be decidedly different. We understood that the market did not need another traditional family of mutual funds. At Catalyst we endeavor to offer unique investment products to meet the needs of discerning financial advisors and their clients.

The foundation of our investment philosophy is built upon three key strategies:

Alternative/Hedged Strategies

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Income-Oriented Strategies

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Equity-Oriented Strategies

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Our Leadership

Investment Partners

Lifetime Awards

2024

LSEG Lipper

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Catalyst Systematic Alpha Fund (ATRFX)
Winner | United States

Catalyst Systematic Alpha Fund (ATRFX) has been acknowledged for outstanding investment management in the Best Fund over 5 Years in the Absolute Return Funds category.

2024

With Intelligence

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Catalyst Systematic Alpha Fund (ATRFX)
Winner | United States

Catalyst Systematic Alpha Fund (ATRFX) has been acknowledged for outstanding investment management in the Alternative Mutual Fund of the Year category.

2024

HedgeWeek

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Catalyst/Millburn Hedge Strategy Fund (MBXIX)
Winner | United States

Catalyst/Millburn Hedge Strategy Fund (MBXIX) has been acknowledged for outstanding investment management in the Overall Managed Futures/CTA Fund of the Year: Over $500 Million category.

2024

Hedgeweek

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Catalyst/Millburn Hedge Strategy Fund (MBXIX)
Winner | United States

Catalyst/Millburn Hedge Strategy Fund (MBXIX) has been acknowledged for outstanding investment management in the Managed Futures/CTA Fund of the Year category.

2023

Refinitiv Lipper

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Catalyst Systematic Alpha Fund (ATRFX)
Winner | United States

Catalyst Systematic Alpha Fund (ATRFX) has been acknowledged for outstanding investment management in the Best Fund over 5 Years in the Absolute Return Funds category.

2023 

Refinitiv Lipper

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Catalyst Systematic Alpha Fund (ATRFX)
Winner | United States

Catalyst Systematic Alpha Fund (ATRFX) has been acknowledged for outstanding investment management in the Best Fund over 3 Years in the Absolute Return Funds category.

2022

Refinitiv Lipper

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Catalyst Insider Income Fund (IIXIX)
Winner | United States

Catalyst Insider Income Fund (IIXIX) has been acknowledged for outstanding investment management in the Best Fund over 5 Years in the Short-Intermediate Investment-Grade Debt Funds category.

2021

Investors Choice

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Catalyst/Lyons Tactical Allocation Fund (CLTIX)
Americas Top Performers

Catalyst/Lyons Tactical Allocation Fund (CLTIX) has been acknowledged for outstanding investment management in the Best Fund under $100m – Equity category.

2020

Investors Choice

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Catalyst Enhanced Income Strategy Fund (EIXIX)
Americas Top Performers

Catalyst Enhanced Income Strategy Fund (EIXIX) has been acknowledged for outstanding investment management in the Credit Fund category.

2019

Refinitiv Lipper

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Catalyst/SMH Total Return Income Fund (TRIIX)
Best Mixed-Asset Target Allocation Moderate Fund
Over Three Years

The Catalyst/SMH Total Return Income Fund (TRIIX) won a 2019 Lipper Fund Award from Refinitiv for Best Mixed-Asset Target Allocation Moderate Fund for highest consistent return value among 514 funds for the three-year period ending 11/30/2018.

2019

Refinitiv Lipper

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The Catalyst/SMH High Income Fund (HIIIX)
Best High Yield Fund
Over Three Years

The Catalyst/SMH High Income Fund (HIIIX) won a 2019 Lipper Fund Award from Refinitiv for Best High Yield Fund for highest consistent return value among 560 funds for the three-year period ending 11/30/2018.

2019

Refinitiv Lipper

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Catalyst Enhanced Core Fund (OIPIX)
Best Alternative Event Driven Fund
Over Three Years

Catalyst Enhanced Core Fund (OIPIX) has received a 2019 Lipper Fund Award from Refinitiv as the Best Alternative Event Driven Fund for highest consistent return value out of 49 funds for the three-year period ending November 30, 2018.

2019

Refinitiv Lipper

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Catalyst/Lyons Tactical Allocation Fund (CLTAX)
Best Flexible Portfolio Fund
Over Five Years

Catalyst/Lyons Tactical Allocation Fund (CLTAX) has received a 2019 Lipper Fund Award from Refinitiv as the Best Flexible Portfolio Fund out of 351 funds for the five-year period ending November 30, 2018.

2018

Investors Choice

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Catalyst/Millburn Hedge Strategy Fund (MBXIX)
Multi-Strategy Category

The Catalyst/Millburn Hedge Strategy Fund (MBXIX) won the Investors Choice Awards 2018 Americas in the category Multi-Strategy Fund.

2018

Thomson Reuters Lipper

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Catalyst/Lyons Tactical Allocation Fund (CLTAX)
Best Fund Over Five Years
Flexible Portfolio Fund

Catalyst/Lyons Tactical Allocation Fund (CLTAX) has received a 2018 Lipper Fund Award as the Best Flexible Portfolio Fund out of 120 funds for the five years ending November 30, 2017.

2017

Thomson Reuters Lipper

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Catalyst Dynamic Alpha Fund (CPEAX)
Best Fund Over Three Years
Multi-Cap Growth Fund

Catalyst Dynamic Alpha Fund (CPEAX) received a 2017 Lipper Fund Award for the Best Multi-Cap Growth Fund out of 155 funds over a 3-year period ending November, 30, 2016.

2017

Fund Intelligence

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Catalyst/Millburn Hedge Strategy Fund (MBXIX)
Alternative Product of the Year

Thomson Reuters Lipper

2016

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Catalyst/Lyons Tactical Allocation Fund (CLTAX)
Best Fund Over Three Years
Flexible Portfolio Fund

The award is based on Effective Return among 133 peers for the 3-year period ending November 30, 2015.

Disclosure: The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. There is no assurance that the Fund will achieve its investment objective.

Disclosure: The awards are judged by a distinguished panel of institutional investors in funds and they take into account a set of qualitative criteria covering the investment process, risk management framework and depth of research team, as well as a set of quantitative performance measures including annualized returns, volatility and maximum drawdown. Please note the judging period is from January 1 2016 – December 31 2016.

Disclosure: Lipper Fund Classification Awards
The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. For a detailed explanation, please review the Lipper Leaders methodology document on www.lipperalpha.financial.thomsonreuters.com.

Investors Choice Awards Methodology

All funds reporting to Allocator.com are considered for the awards.

There are two types of awards:

  1. The Top Performer Awards — these are granted to the select few funds, which have outperformed their wider peer group in each category. Winners are determined purely based on quantitative risk adjusted returns. For 2020 we have extended the time period under consideration to evaluate how managers navigated both 2019 and the Covid-19 related market turbulence in early 2020. The 2020 Top Performer award winners will be chosen based on absolute returns from January 1, 2019 to April 30, 2020. The Long-Term categories consider returns from January 2017 to April 2020.
  2. The Investors Choice’ Awards —For each category, the fund, which receives the highest qualitative scoring by the judges receives the prestigious award. Institutional investors from around the world score the Top Performers on a range of qualitative criteria including investment processes, risk framework, transparency, team, and ability to generate alpha. The judges review manager profiles on the Allocator.com portal and independently assign a score from 1 to 10 in each of the qualitative assessment areas for each fund.

Fund Awards Methodology

FUND AWARD YEAR CATEGORY METHODOLOGY
ATRFX LSEG Lipper Fund Awards 2024 Winner United States Best Fund over 5 Years Absolute Returns Based on risk-adjusted performance for the five-year period ending 11/30/2023 out of 92 funds in the Absolute Return Category.
ATFRX With Intelligence 2024 Alternative Mutual Fund of the Year “The mutual fund performance awards will be judged based on 2023 performance and flows.
For the newcomer categories funds must be at least $25m in AUM, for the other categories funds must be at least $50m. Newcomer funds must have launched in 2023.”
MBXIX HedgeWeek’s 2024 Award 2024 Overall Managed Futures/CTA of the Year: Over $500 Million “The selection data for the fund manager shortlists has been sourced from a variety of providers. Nominations for all categories are based on annualised performance over a 12-month period from June 1st 2023 to May 31st, 2024. Absolute performance and risk adjusted returns will be used to determine the final awards. Fund managers are required to have a minimum three year track record and to have their primary management company presence in North America.
Managers in the sub $500m categories are required to have a minimum AUM of $100m on 31.5.24. Awards for the Fund of the Year and the sub $500m categories will be judged by our Investor Advisory Board and announced on the night. To find out more about this process, please contact: events@hedgeweek.com.”
MBXIX HedgeWeek’s 2024 Award 2024 Managed Futures/CTA Fund of the Year “The selection data for the fund manager shortlists has been sourced from a variety of providers. Nominations for all categories are based on annualized performance over a 12-month period from June 1st 2023 to May 31st, 2024. Absolute performance and risk adjusted returns will be used to determine the final awards. Fund managers are required to have a minimum three year track record and to have their primary management company presence in North America.
Managers in the sub $500m categories are required to have a minimum AUM of $100m on 31.5.24. Awards for the Fund of the Year and the sub $500m categories will be judged by our Investor Advisory Board and announced on the night. To find out more about this process, please contact: events@hedgeweek.com.”
ATRFX Refinitiv Lipper Fund Awards 2023 Winner United States Best Fund over 5 Years Absoulte Return Funds For highest consistent return value among 115 and 105 funds for the three-year period and five-year period respectively ending 11/30/2022.
ATRFX Refinitiv Lipper Fund Awards 2023 Winner United States Best Fund over 3 Years Absoulte Return Funds For highest consistent return value among 115 and 105 funds for the three-year period and five-year period respectively ending 11/30/2022.
IIXIX Refinitiv Lipper Fund Awards 2023 Winner United States Best Fund over 5 Years Short-Intermediate Investment-Grade Debt Funds The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award.

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