CLTAX Mutual Fund

CLTAX Mutual Fund (Catalyst Tactical Allocation Fund Class A) is managed by Catalyst Funds with $7.2M in net assets. CLTAX expense ratio is 1.53%, holding 26 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2012-07-02.

CLTAX performance shows a YTD return of 9.85%. The 1-year return is 16.69% and the 5-year return is 4.49%. CLTAX dividend yield stands at 9.11%, paid annually.

CLTAX top holdings include Vertiv Co. (5.7%), Microsoft Corp (5.7%), Apple, Inc (5.7%), Kla Corp (5.6%), Bank Of New York Mellon Corp (5.5%). 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.