Catalyst/Lyons Tactical Allocation FundCLTAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$16.3M
Expense ratio
1.53%
1-year return
+15.0%
3 years, a year
+8.2%
5 years, a year
+1.5%
Holdings
24
What it aims to do.
The Fund?s investment objective is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| VRT Vertiv Holdings Co | 8.36% |
| KLAC KLA Corp. | 6.83% |
| HCA HCA Healthcare Inc | 4.98% |
| AAPL Apple Inc. | 4.75% |
| AZO Autozone, Inc. | 4.74% |
| MAR Marriott International, Inc. | 4.68% |
| WM Waste Management, Inc. | 4.64% |
| BNY The Bank of New York Mellon Corp. | 4.54% |
| META Meta Platforms Inc | 4.41% |
| GOOGL Alphabet Inc. | 4.41% |
More on CLTAX.
- CLTAX overview
- CLTAX holdings
- CLTAX risk
- CLTAX costs
- CLTAX money in and out
- CLTAX share classes
- Compare CLTAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.