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CLTIX Catalyst/Lyons Tactical Allocation I 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 I MF is 119.85B. The market cap for tickers in the group ranges from 8.82B to 413.11B. COST holds the highest valuation in this group at 413.11B. The lowest valued company is CROX at 8.82B.

Volume

The average weekly volume growth across all stocks in the Catalyst/Lyons Tactical Allocation I MF was 5%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 39
Price Growth Rating: 35
SMR Rating: 21
Profit Risk Rating: 20
Seasonality Score: 28 (-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
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1M
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OCSGX7.370.09
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Optimum Small-Mid Cap Growth C
TRTIX17.74N/A
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T. Rowe Price International Value Eq I
MENIX9.94N/A
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Madison Covered Call & Equity Income I
INKDX21.05N/A
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Pioneer Disciplined Growth K
ACWZX19.47N/A
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AMG GW&K Small/Mid Cap Growth Z

CLTIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CLTIX has been closely correlated with ACRIX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLTIX jumps, then ACRIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLTIX
1D Price
Change %
CLTIX100%
+0.19%
ACRIX - CLTIX
83%
Closely correlated
+0.04%
ARAAX - CLTIX
83%
Closely correlated
N/A
ARANX - CLTIX
83%
Closely correlated
N/A
CRAZX - CLTIX
71%
Closely correlated
-0.10%
CARYX - CLTIX
71%
Closely correlated
N/A
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