Catalystlyons Tactical Allocation Fund Quote
| CLTIX Fund | USD 16.69 0.06 0.36% |
PerformanceFair
| Odds Of DistressLow
|
Catalyst/lyons Tactical is trading at 16.69 as of the 17th of February 2026; that is 0.36 percent increase since the beginning of the trading day. The fund's open price was 16.63. Catalyst/lyons Tactical has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of November 2025 and ending today, the 17th of February 2026. 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
Catalyst/lyons Mutual Fund Highlights
| Fund Concentration | Catalyst Mutual Funds, Large Growth Funds, Tactical Allocation Funds, Tactical Allocation, Catalyst Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of November 2025 |
| Fiscal Year End | June |
Catalystlyons Tactical Allocation [CLTIX] is traded in USA and was established 17th of February 2026. 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 18.02 M in assets under management (AUM) with minimum initial investment of 2.5 K. Catalyst/lyons Tactical is currently producing year-to-date (YTD) return of 4.33%, while the total return for the last 3 years was 11.23%.
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.
Catalyst/lyons Tactical Risk Profiles
| Mean Deviation | 0.8617 | |||
| Semi Deviation | 1.12 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.2 |
Catalyst/lyons Tactical Against Markets
Catalyst/lyons Mutual Fund Analysis Notes
The fund holds about 9.71% of assets under management (AUM) in cash. Large Growth For more info on Catalystlyons Tactical Allocation please contact the company at 866-447-4228.Catalyst/lyons Tactical Investment Alerts
| The fund holds about 9.71% of its assets under management (AUM) in cash |
Top Catalystlyons Tactical Allocation Mutual Fund Constituents
| ALSN | Allison Transmission Holdings | Stock | |
| BMY | Bristol Myers Squibb | Stock | |
| BA | The Boeing | Stock | |
| TXN | Texas Instruments Incorporated | Stock | |
| HBI | Hanesbrands | Stock | |
| HON | Honeywell International | Stock | |
| TJX | The TJX Companies | Stock | |
| GPC | Genuine Parts Co | Stock | |
| TGT | Target | Stock | |
| AAPL | Apple Inc | Stock | |
| CHD | Church Dwight | Stock | |
| HCA | HCA Holdings | Etf | |
| QCOM | Qualcomm Incorporated | Stock | |
| HD | The Home Depot | Stock | |
| MAR | Marriott International | Stock | |
| GWW | WW Grainger | Stock | |
| EXPE | Expedia Group | Stock | |
| SBUX | Starbucks | Stock | |
| MKC | McCormick Company Incorporated | Etf | |
| KLAC | KLA Tencor | Stock | |
| DRI | Darden Restaurants | Stock | |
| WM | Waste Management | Stock | |
| MSFT | Microsoft | Stock | |
| AAP | Advance Auto Parts | Stock | |
| LMT | Lockheed Martin | Stock | |
| WMT | Walmart Common Stock | Stock | |
| DG | Dollar General | Stock | |
| OSK | Oshkosh | Stock | |
| GILD | Gilead Sciences | Stock |
Catalyst/lyons Tactical Outstanding Bonds
Catalyst/lyons Tactical issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Catalyst/lyons Tactical uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Catalyst/lyons bonds can be classified according to their maturity, which is the date when Catalystlyons Tactical Allocation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MUTHIN 7125 percent Corp BondUS62828M2C41 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Catalyst/lyons Tactical Predictive Daily Indicators
Catalyst/lyons Tactical intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Catalyst/lyons Tactical mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 16.69 | |||
| Day Typical Price | 16.69 | |||
| Price Action Indicator | 0.03 | |||
| Period Momentum Indicator | 0.06 |
Catalyst/lyons Tactical Forecast Models
Catalyst/lyons Tactical's time-series forecasting models are one of many Catalyst/lyons Tactical's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Catalyst/lyons Tactical's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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