CLTIX Mutual Fund

CLTIX Mutual Fund (Catalyst Tactical Allocation Fund Class I) is managed by Catalyst Funds with $5.8M in net assets. CLTIX expense ratio is 1.28%, holding 24 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2014-06-06.

CLTIX performance shows a YTD return of 9.17%. The 1-year return is 17.27% and the 5-year return is 2.25%. CLTIX dividend yield stands at 9.04%, paid annually.

CLTIX top holdings include Vertiv Holdings 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 CLTIX holdings, CLTIX sectors, or CLTIX dividends.

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