CLTCX Mutual Fund

CLTCX Mutual Fund (Catalyst Tactical Allocation Fund Class C) is managed by Catalyst Funds with $4.1M in net assets. CLTCX expense ratio is 2.28%, holding 26 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2012-07-02.

CLTCX performance shows a YTD return of 9.38%. The 1-year return is 15.87% and the 5-year return is 1.46%. CLTCX dividend yield stands at 9.76%, paid annually.

CLTCX 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 CLTCX holdings, CLTCX sectors, or CLTCX dividends.

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