About CLTIX
The Catalyst/Lyons Tactical Allocation Fund Class I is a tactical allocation mutual fund designed to pursue long-term capital appreciation. The fund stands out by employing an offense-first investment philosophy, aiming to maintain full equity exposure for extended periods, especially during bullish markets. Unlike many tactical funds that emphasize defensive strategies, this fund primarily seeks market upside but incorporates a proprietary risk management model to shift toward defensive positions only during times of heightened and sustained market risks. Its asset allocation decisions are guided monthly by a Quantitative Risk Indicator, which evaluates equity market risk and dictates whether the portfolio remains invested in equities or reallocates towards bonds.
The portfolio consists of a concentrated selection of approximately 25 stocks chosen through a value-driven, quantitative stock selection model, with no mandates on investment style or sector, providing flexibility to seek out high-performing, attractively valued companies. Additionally, the fund incorporates options-based hedging to mitigate short-term market risks. Managed by Catalyst Capital, LLC and sub-advised by Lyons Wealth Management, the fund's dual-pronged approach aims to capture more upside potential in rising markets while offering tools to manage downside during market stress, positioning it as a dynamic solution within the tactical allocation space.
Fund Family Catalyst Mutual Funds
Category Tactical Allocation
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CLTIX
Share Class Class I
Index Lipper US Index - Flexible Portfolio Funds
CLTIX had a total return of 13.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.15%.
