Catalyst/Lyons Tactical Allocation C (CLTCX)
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Catalyst/Lyons Tactical Allocation C
Omaha, NE 68130
17605 Wright Street, Suite 2
Mutual Fund Series Trust(Catalyst)
Management information
,Lead manager since 13 January 2016
Mr. Ferratusco has served as Portfolio Manager and Analyst for Lyons Wealth Management, LLC since 2015, responsible for managing the Tactical Allocation strategy and for the firm’s portfolio analysis, equity research and performance measurement and reporting. He is a member of the equity portfolio management team and investment committee. From 2011 to 2015, Mr. Ferratusco served as an analyst, performing roles in sales and marketing in addition to his research and analysis functions. Prior to joining Lyons, he served as a market and currency analyst for FX Renew May 2011 to September 2011 and as an independent consultant in the motor sports industry from 2004 to 2011. Matt holds the CIPM® (Certificate in Investment Performance Measurement) designation. He holds a BS in Finance from the University of Central Florida.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTactical Allocation
Fund familyCatalyst Mutual Funds
Net assets36.29M
YTD return4.86%
Yield0.23%
Morningstar rating★★★
Inception date1 Jul 2012
Fund operations
Last dividend0.03
Last cap gain0.00
Holdings turnover94.00%
Average for categoryN/A
Fees and expenses
ExpenseCLTCXCategory average
Annual report expense ratio (net)1.53%1.29%
Prospectus net expense ratio1.53%N/A
Prospectus gross expense ratio2.01%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.22%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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