About CLTCX
The Catalyst/Lyons Tactical Allocation Fund Class C is a tactical allocation mutual fund designed to achieve long-term capital appreciation by dynamically managing exposures between equities and fixed income. Its investment process emphasizes an “offense-first, defense-next” philosophy, prioritizing participation in strong equity markets while only shifting defensively to bonds during periods of significant market stress. The fund utilizes a proprietary quantitative risk indicator to monitor market conditions and adjust allocations accordingly, with an aim to maximize upside capture during bull markets and mitigate losses in sustained downturns.
The fund typically invests in a concentrated portfolio of 25 high-conviction stocks selected through a value-based and performance-oriented model, seeking companies available at attractive prices and meeting strict performance criteria. When market risks are elevated, the fund reallocates assets to U.S. Treasuries or other defensive bond positions. This tactical flexibility allows the fund to actively shift sector, regional, and asset class allocations, distinguishing it within the tactical allocation category. The fund is managed by Catalyst Capital Advisors LLC, with sub-advisory from Lyons Wealth Management, and serves as a flexible option for investors looking for active risk management and the ability to adapt to changing market environments.
Fund Family Catalyst Mutual Funds
Category Tactical Allocation
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CLTCX
Share Class Class C
Index Lipper US Index - Flexible Portfolio Funds
CLTCX had a total return of 11.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.68%.
