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Catalyst Systematic Alpha Class I: (MF: ATRFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:41 PM ET

$8.70 USD

-0.24 (-2.68%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -0.89 98
3 months 2.82 81
6 months 5.05 88
1 Year 5.80 95
3 Year 3.74 97
5 Year 6.98 50
10 Year 5.91 80

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 2.94
5 Year 8.14
10 Year 5.83
Since Inception 5.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.82 0.27 10.91 2.64
2024 11.36 -0.43 -8.58 -5.37
2023 9.38 14.39 -4.78 4.57
2022 -2.62 -7.24 -3.50 9.71
2021 5.60 9.49 5.03 3.51

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.892.94-4.0824.59-4.3825.7315.2729.26-19.651.99-2.38
% Total Return Rel to Index -6.51-15.27-29.10-1.6413.82-2.94-3.12-2.23-15.25-19.79-14.32
% Total Return Rel to Peer -7.31-11.56-14.0011.448.5814.234.5912.06-13.15-11.46-8.65
% Perf Quintile vs Peer* 5.005.000.001.001.001.002.001.005.005.005.00
% Dividends 0.010.081.250.220.500.591.930.150.100.000.08
% Yield 0.120.7311.300.644.735.1519.871.511.300.000.86
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.771.711.771.811.781.791.771.360.350.35

* 1 = Top 20%, 5 = Bottom 20%