Catalystlyons Tactical Allocation Fund Quote
| CLTCX Fund | USD 14.53 0.02 0.14% |
PerformanceVery Weak
| Odds Of DistressLow
|
Catalyst/lyons Tactical is trading at 14.53 as of the 26th of March 2025; that is 0.14 percent increase since the beginning of the trading day. The fund's open price was 14.51. Catalyst/lyons Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of December 2024 and ending today, the 26th of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective by combining a tactical allocation process intended to offer downside protection during significant market declines, with individual stock selection. The sub-advisor uses a proprietary quantitative risk model that seeks to remain fully invested in equities continuously, during bull market conditions, and to shift defensive only during sustained periods of heightened equity market risk.. More on Catalystlyons Tactical Allocation
Moving together with Catalyst/lyons Mutual Fund
| 0.8 | HIICX | Catalystsmh High Income | PairCorr |
| 0.85 | HIIFX | Catalystsmh High Income | PairCorr |
| 0.86 | HIIIX | Catalystsmh High Income | PairCorr |
Moving against Catalyst/lyons Mutual Fund
Catalyst/lyons Mutual Fund Highlights
| Fund Concentration | Catalyst Mutual Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Catalyst Mutual Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalystlyons Tactical Allocation [CLTCX] is traded in USA and was established 26th of March 2025. Catalyst/lyons Tactical is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Catalyst Mutual Funds family. This fund currently has accumulated 33.05 M in assets under management (AUM) with no minimum investment requirementsCatalyst/lyons Tactical is currently producing year-to-date (YTD) return of 0.9%, while the total return for the last 3 years was -2.45%.
Check Catalyst/lyons Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Catalyst/lyons Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Catalyst/lyons Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Catalystlyons Tactical Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Catalystlyons Tactical Allocation Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| WM | Waste Management | Stock | Industrials | |
| MAR | Marriott International | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| KLAC | KLA Tencor | Stock | Information Technology | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| MKC | McCormick Company Incorporated | Etf | Consumer Staples |
Catalyst/lyons Tactical Risk Profiles
| Mean Deviation | 0.8197 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Risk Adjusted Performance | (0.02) |
Catalyst/lyons Tactical Against Markets
Other Information on Investing in Catalyst/lyons Mutual Fund
Catalyst/lyons Tactical financial ratios help investors to determine whether Catalyst/lyons Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalyst/lyons with respect to the benefits of owning Catalyst/lyons Tactical security.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |