CLTIX Mutual Fund
CLTIX Mutual Fund
CLTIX Mutual Fund
Catalyst Tactical Allocation Fund Class I
CLTIX Mutual Fund Overview
CLTIX Mutual Fund (Catalyst Tactical Allocation Fund Class I) is managed by Catalyst Funds with $5.4M in net assets. CLTIX expense ratio is 1.28%, holding 25 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2014-06-06.
CLTIX performance shows a YTD return of 7.49%. The 1-year return is 7.90% and the 5-year return is 1.82%.
CLTIX 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 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.