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CLTCX Catalyst/Lyons Tactical Allocation C Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Costco Wholesale Corp (NASDAQ:COST), Home Depot (NYSE:HD), Marriott International (NASDAQ:MAR), Ulta Beauty (NASDAQ:ULTA).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by combining a tactical allocation process intended to offer downside protection during significant market declines, with individual stock selection. The sub-advisor uses a proprietary quantitative risk model that seeks to remain fully invested in equities continuously, during bull market conditions, and to shift defensive only during sustained periods of heightened equity market risk.

Market Cap

The average market capitalization across the Catalyst/Lyons Tactical Allocation C MF is 117.87B. The market cap for tickers in the group ranges from 8.82B to 399.44B. COST holds the highest valuation in this group at 399.44B. The lowest valued company is CROX at 8.82B.

Volume

The average weekly volume growth across all stocks in the Catalyst/Lyons Tactical Allocation C MF was -2%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 34
Price Growth Rating: 41
SMR Rating: 21
Profit Risk Rating: 20
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Mutual Fund Series Trust(Catalyst)17605 Wright Street, Suite 2Omaha
Phone
N/A
Web
www.CatalystMutualFunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CMSCX26.710.05
+0.19%
Columbia Small Cap Growth Inst
GCFSX15.100.01
+0.07%
Gabelli Global Financial Services C
DRIOX9.62-0.01
-0.10%
Driehaus International Small Cap Growth
PAIGX18.53-0.03
-0.16%
T. Rowe Price International Value Eq Adv
SMFYX37.15-0.08
-0.21%
American Beacon Stephens Mid-Cap Gr Y

CLTCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CLTCX has been loosely correlated with PAANX. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if CLTCX jumps, then PAANX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLTCX
1D Price
Change %
CLTCX100%
-0.27%
PAANX - CLTCX
57%
Loosely correlated
-0.26%
PAALX - CLTCX
38%
Loosely correlated
-0.26%
PAAIX - CLTCX
37%
Loosely correlated
-0.18%
PASCX - CLTCX
17%
Poorly correlated
-0.27%
PALPX - CLTCX
14%
Poorly correlated
-0.26%
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