Catalyst/Lyons Tactical Allocation Fund Wins 2018 Thomson Reuters Lipper Fund Award
Catalyst/Lyons Tactical Allocation Fund (CLTAX) Awarded Best Flexible Portfolio Fund
Huntington, NY – March 1, 2018 – Catalyst Funds, an alternative-focused mutual fund company, is pleased to announce that the 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.
“Catalyst is pleased that Lipper has honored the Catalyst/Lyons Tactical Allocation Fund with this award,” said Jerry Szilagyi, CEO of Catalyst Funds.
CLTAX offers a different approach to tactical investing by employing a slow-moving quantitative risk model intended to maintain full and sustained equity exposure during secular bull markets while protecting capital in a sustained bear market. This focus has allowed the Fund to avoid whipsaw that commonly afflicts tactical managers during bull market corrections. The Fund has remained fully invested in equities since July 2012 inception. While maintaining this allocation, the sub-advisor employs a valuebased investing discipline intended to own high quality companies at relatively attractive valuations.
“This is the second Lipper Fund Award for the Catalyst/Lyons Tactical Allocation Fund,” said Sander Read, CEO of Lyons Wealth Management, LLC, the fund’s sub-advisor. “The repeat recognition as Best Flexible Portfolio Fund demonstrates the value of our offense-first philosophy.”
The Thomson Reuters Lipper Fund Awards are presented to the Lipper Leaders with the highest Consistent Return (Effective Return) value within each fund category. Awards are given separately for three, five and ten-year time periods. Information about the Lipper Fund Award calculation methodology may be found at http://www.lipperfundawards.com/Awards/UnitedStates. The Awards are presented annually at the Lipper Alpha Forum to honor funds that have excelled at consistently providing strong riskadjusted performance relative to peers.
CLTAX is sub-advised by Lyons Wealth Management. The Fund trades under the tickers CLTAX, CLTCX and CLTIX. For more information on the Catalyst/Lyons Tactical Allocation Fund and Catalyst Funds mutual fund products, please visit: www.catalystmf.com.
About Catalyst Funds
Catalyst Funds currently offers 25 distinctive funds that provide various strategies with the goal of producing income- and equity-oriented returns while seeking to control risk and volatility. Catalyst offers these exclusive strategies through a team of in-house portfolio managers and boutique institutional investment management partners. The firm strives to provide innovative strategies to support financial advisors and their clients in meeting the investment challenges of an ever-changing global market environment. For more information on Catalyst Funds and its various offerings, please visit: www.catalystmf.com.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Catalyst Funds. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 866-447-4228 or at www.CatalystMF.com. The prospectus should be read carefully before investing. The Catalyst Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Catalyst Capital Advisors, LLC is not affiliated with Northern Lights Distributors, LLC.
There is no assurance that the Fund will achieve its investment objective.
Investing in the Fund carries certain risks. The value of the Fund may decrease in response to the activities and financial prospects of an individual security in the Fund’s portfolio. The Fund is non-diversified and may invest a greater percentage of its assets in a particular issue and may own fewer securities than other mutual funds. The performance of the Fund may be subject to substantial short-term changes. Interest rate risk is the risk that bond prices overall, including the prices of securities held by the Fund, will decline over short or even long periods of time due to rising interest rates. These factors may affect the value of your investment. To obtain the most recent month-end performance data or the Fund’s current prospectus, please call the fund at (866) 447-4228.
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.
Fund classification awards are given to the company that has the day-to-day responsibility of investing and monitoring the assets under management within the fund’s portfolio in order to achieve the investment objectives of the fund. This company is also referred to as a portfolio management company or investment advisor. The award goes to the fund management company in case that no such company has been appointed or several such companies share the task.
US local classifications are used in the United States, rather than Lipper Global classifications. Only one share class (the one with the best Lipper Leader score) is used for each portfolio in determining asset class and overall awards. The calculation periods end at November-end of the respective evaluation year.