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Catalyst/smh High Income Fund Class A: (MF: HIIFX)

(NASDAQ Mutual Funds) As of Jan 20, 2021 08:00 PM ET

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$4.02 USD

+0.01 (0.25%)

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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1-Strong Buy of 5 1        

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Latest Performance as of Dec 31, 2020

Total Return %* Percentile Rank Objective
YTD 10.09 2
3 months 7.50 9
6 months 15.33 2
1 Year 10.10 2
3 Year 5.54 20
5 Year 12.36 1
10 Year 2.00 96

* Annual for three years and beyond.

Zacks Premium Research for HIIFX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD -27.55
% Yield 4.60
% SEC Yield 3.49
Net Assets (Mil $) 12/31/2020 8.54
%Turnover 12/31/2020 21.00

Risk

3 Year 5 Year 10 Year
Beta 0.55 0.36 0.38
Alpha 2.42 10.38 0.76
R Squared 0.03 0.01 0.01
Std. Dev. 10.26 10.13 10.78
Sharpe 0.45 1.15 3.00

Sector / Country Weightings

As of 12/31/2020 % of Portfolio
NA NA

Portfolio Holdings

Top Holdings (As of 9/30/2020) % of Portfolio Value (Mil$)
TOTAL*CASH 23.55 4.07
L BRANDS INC 7.21 1.25
PITNEY BOWES INC 7.09 1.23
THE GEO GRP INC 5.89 1.02
BEAZER HOMES USA INC 4.95 0.86
DANA INC 4.68 0.81
AMERICAN AXLE & MANUFACTU 4.50 0.78
US CONCRETE INC 4.47 0.77
COLONY CAPITAL INC 4.33 0.75
UNDER ARMOUR INC 4.35 0.75

Stock Holding % of Net Assets

As Of 9/30/2020
Total Issues NA
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA