CLTAX Mutual Fund

CLTAX Mutual Fund (Catalyst Tactical Allocation Fund Class A) is managed by Catalyst Funds with $7.3M in net assets. CLTAX expense ratio is 1.53%, holding 26 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2012-07-02.

CLTAX performance shows a YTD return of 9.35%. The 1-year return is 11.95% and the 5-year return is 4.49%.

CLTAX top holdings include Kla-tencor (6.2%), Apple, Inc (6.0%), Microsoft Corp (5.8%), Vertiv Holdings Co (5.4%), Nvidia Corp (4.9%). Go to all CLTAX holdings, CLTAX sectors, or CLTAX dividends.

CLTAX can be compared against other funds. Use CLTAX overlap to find shared positions, or CLTAX vs another fund for a side-by-side view. CLTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.