CLTAX Mutual Fund
CLTAX Mutual Fund
CLTAX Mutual Fund
Catalyst Tactical Allocation Fund Class A
CLTAX Mutual Fund Overview
CLTAX Mutual Fund (Catalyst Tactical Allocation Fund Class A) is managed by Catalyst Funds with $6.9M in net assets. CLTAX expense ratio is 1.53%, holding 25 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2012-07-02.
CLTAX performance shows a YTD return of 7.21%. The 1-year return is 7.57% and the 5-year return is 1.56%.
CLTAX top holdings include Kla Corp. (6.2%), Apple Inc (6.0%), Microsoft Corp (5.8%), Vertiv Holdings Co (5.4%), Nvidia Corp (4.9%). 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.