CLTAX Mutual Fund

CLTAX Mutual Fund (Catalyst Tactical Allocation Fund Class A) is managed by Catalyst Funds with $7.4M in net assets. CLTAX expense ratio is 1.53%, holding 24 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2012-07-02.

CLTAX performance shows a YTD return of 9.03%. The 1-year return is 17.03% and the 5-year return is 2.00%. CLTAX dividend yield stands at 9.17%, paid annually.

CLTAX top holdings include Vertiv Holding Corp (8.4%), Kla Corp (6.8%), Hca-the Healthcare Co (5.0%), Apple, Inc (4.8%), Autozone Inc Snr S* Ice (4.7%). Go to all CLTAX holdings, CLTAX sectors, or CLTAX dividends.

CLTAX can be compared against other funds. Use CLTAX overlap to find shared positions, or CLTAX vs another fund for a side-by-side view. CLTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.