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Catalyst Small Cap Insider Buying A (CTVAX) Fund Ranking and Research

Ranking, Research and Recommendation of Catalyst Small Cap Insider Buying A (CTVAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Catalyst Small Cap Insider Buying A Fund (CTVAX) ManagerFund Manager - David Miller

Fund Manager Information

Fund Manager Tenure: 13.6 years
Similar Funds: CTVCX  CTVIX 
Fund Family: Catalyst Mutual Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)
David Miller, Senior Portfolio Manager David Miller is a senior portfolio manager and co-founder of Catalyst Capital Advisors LLC and has been responsible for the day-to-day management of the Funds. Prior to founding Catalyst Capital Advisors LLC, Mr. Miller was the CEO of Investment Catalyst, an investment newsletter he founded in 2005. The Investment Catalyst newsletter worked to identify undervalued stocks with a near term catalyst for appreciation. Mr. Miller was a trader with UBS, working on the equity derivatives desk from July 2002 until December 2002. Mr. Miller was the CEO of MovieDaze Media Group, a search engine marketing company that he co-founded in 2003 and sold in 2006. He attended the University of Pennsylvania, Wharton School where he received a Bachelor of Science in Economics in 2001.  Get more insights on David Miller

 

Graph of Catalyst Small Cap Insider Buying A Fund (CTVAX) ProfileCatalyst Small Cap Insider Buying A Fund (CTVAX) Profile

Fund Profile and Description

Catalyst Small Cap Insider Buying A Fund seeks to achieve long-term capital appreciation. Catalyst Small Cap Insider Buying A Fund invests primarily in common stocks of domestic issuers. It invests in companies with the potential to earn high returns on invested capital while still generating a strong earnings yield. Catalyst Small Cap Insider Buying A Fund currently considers companies of any market capitalization but has a concentration in smaller capitalization stocks. It is non-diversified.

 

Catalyst Small Cap Insider Buying A (CTVAX) Fund Strength What we like about Catalyst Small Cap Insider Buying A (CTVAX) Fund

Data for Catalyst Small Cap Insider Buying A Fund (CTVAX) as of May 30, 2016

  • Catalyst Small Cap Insider Buying A Fund (CTVAX) management has been with Catalyst Small Cap Insider Buying A Fund for 13.6 years

Catalyst Small Cap Insider Buying A Fund (CTVAX) Weakness What we are cautious about Catalyst Small Cap Insider Buying A (CTVAX) Fund

Data for Catalyst Small Cap Insider Buying A Fund (CTVAX) as of May 30, 2016

  • Catalyst Small Cap Insider Buying A Fund (CTVAX) has a less-than-ideal short-term performance (1-year return -23.85% vs -5.18% Small Blend category median performance)
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) has a less-than-ideal mid-term performance (3-year return -3.75% vs 6.96% Small Blend category median performance)
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) has a less-than-ideal Long-term performance (5-year return -2.38% vs 7.84% Small Blend category median performance)
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) ratio of up-years vs down years can be improved
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) has a Morningstar rating of 3 and below
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) is less safe compared to its Small Blend peers
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) has an annual stock turnover rate of 214.00% that is higher than the Small Blend average of 52.13%. This could mean Catalyst Small Cap Insider Buying A is more nimble, but also signal potential high tax impact and high trading fees
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) does not have a good risk adjusted return as its 3-year Alpha of -16.05 is worse than category average of -4.16, and its 3-year Sharpe ratio is -0.12
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.73 that is higher than category average of 14.58
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) has a higher expense ratio of 1.68% than its Small Blend average of 1.22%
  • Catalyst Small Cap Insider Buying A Fund (CTVAX) carries a 5.75% load
  • Asset base in Catalyst Small Cap Insider Buying A Fund (CTVAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Catalyst Small Cap Insider Buying A Fund (CTVAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Catalyst Small Cap Insider Buying A Fund (CTVAX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Catalyst Small Cap Insider Buying A-0.49-23.85-3.75-2.38
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Catalyst Small Cap Insider Buying A Fund (CTVAX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Catalyst Small Cap Insider Buying A Fund (CTVAX) Net Asset TrackingCatalyst Small Cap Insider Buying A (CTVAX) Fund Net Asset

Track net asset change of Catalyst Small Cap Insider Buying A fund (CTVAX)

DateNet Asset
05/2016$28.31M
03/2016$29.04M
02/2016$29.23M
More historic net asset information on Catalyst Small Cap Insider Buying A Fund (CTVAX)

  

Graph of Catalyst Small Cap Insider Buying A Fund (CTVAX) Portfolio TrackingCatalyst Small Cap Insider Buying A (CTVAX) Fund Portfolio Allocation

Track portfolio allocation change of Catalyst Small Cap Insider Buying A fund (CTVAX)

DateCashStockBondOther
03/20161.25%98.75%0%0%
12/20150.61%99.39%0%0%
09/20152.13%97.88%0%0%
Click here to see more historic asset allocation information on Catalyst Small Cap Insider Buying A Fund (CTVAX)

 

graph of Catalyst Small Cap Insider Buying A Fund (CTVAX) Top 10 Position TrackingTop 10 Holdings in Catalyst Small Cap Insider Buying A (CTVAX) Fund

Discover what Catalyst Small Cap Insider Buying A Fund (CTVAX) manager is buying

Mar 30, 2016
MMA Capital Management, LLC [11.23%]
Cal-Maine Foods, Inc. [7.24%]
Almost Family Inc [5.19%]
Bassett Furniture Industries, I [4.44%]
Spirit Airlines, Inc. [4.13%]
Bank of the Ozarks [4.12%]
Virgin America Inc. [3.98%]
Neogen Corporation [3.57%]
Superior Uniform Group, Inc. [3.51%]
National Beverage Corp. [2.7%]

Dec 30, 2015
MMA Capital Management, LLC [9.03%]
Cal-Maine Foods, Inc. [7.9%]
ZAGG Inc [6.89%]
Bank of the Ozarks [6.07%]
Kennedy-Wilson Holdings Inc. Co [5.91%]
Neogen Corporation [5.39%]
AZZ Inc. [5.23%]
Almost Family Inc [5.21%]
Trecora Resources Common Stock [3.92%]
Lannett Co Inc Common Stock [3.83%]

Sep 29, 2015
Cal-Maine Foods, Inc. [7.79%]
Bank of the Ozarks [6.48%]
MMA Capital Management, LLC [6.34%]
Kennedy-Wilson Holdings Inc. Co [4.45%]
ZAGG Inc [4.25%]
Almost Family Inc [4.23%]
Rentrak Corporation [4%]
PolyOne Corporation Common Stoc [3.72%]
AZZ Inc. [3.55%]
Pinnacle Foods, Inc. Common Sto [3.54%]
Click here for Stock Holding Change Map in Catalyst Small Cap Insider Buying A Fund (CTVAX)

  

Latest News on Catalyst Small Cap Insider Buying A (CTVAX) Fund

See what is happening with Catalyst Small Cap Insider Buying A Fund (CTVAX)

 

Catalyst Small Cap Insider Buying A Fund (CTVAX) Related ResourcesSee more information on Catalyst Small Cap Insider Buying A (CTVAX) Fund

Popular pages on Catalyst Small Cap Insider Buying A (CTVAX) Fund

  

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