Catalystlyons Tactical Allocation Fund Quote
| CLTCX Fund | USD 15.23 0.04 0.26% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Catalyst/lyons Tactical is trading at 15.23 as of the 24th of November 2024; that is 0.26 percent increase since the beginning of the trading day. The fund's open price was 15.19. Catalyst/lyons Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Catalystlyons Tactical Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. 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
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Catalyst/lyons Mutual Fund Highlights
| Fund Concentration | Catalyst Mutual Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Catalyst Mutual Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalystlyons Tactical Allocation [CLTCX] is traded in USA and was established 24th of November 2024. 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 6.44% with the current yeild of 0.0%, while the total return for the last 3 years was -4.16%.
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
| LMT | Lockheed Martin | Stock | Industrials | |
| TGT | Target | Stock | Consumer Staples | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| GPC | Genuine Parts Co | Stock | Consumer Discretionary | |
| AAPL | Apple Inc | Stock | Information Technology | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| HBI | Hanesbrands | Stock | Consumer Discretionary | |
| LRCX | Lam Research Corp | Stock | Information Technology |
Catalyst/lyons Tactical Risk Profiles
| Mean Deviation | 0.6801 | |||
| Semi Deviation | 0.8849 | |||
| Standard Deviation | 0.9103 | |||
| Variance | 0.8286 |
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.
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