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Tuesday, January 10 2017

Fund Has Five-Star Rating from Morningstar, Ranks in Top 2% of Large Growth Category for Five-Year Period

Huntington, New York – January 10, 2017– Catalyst Funds, an alternative-focused mutual fund company, is celebrating the five-year anniversary of the Catalyst Dynamic Alpha Fund (CPEAX). The fund has received a five-star rating from Morningstar for the three-year and five-year periods ending 12/31/2016, out of 1,315 and 1,154 funds, respectively, in the Morningstar Large Growth category. CPEAX ranks in the top 1% and top 2% of its Morningstar category for the three-year and five-year periods ending 12/31/2016 for total return performance.

CPEAX employs an alpha-driven, quantitative, disciplined investment process, with a systematic methodology that has been utilized to manage accounts for more than 30 years. As of 12/31/2016, the Fund has generated a 16.69% annualized return over the past five years, outperforming the S&P 500 TR Index by over 200 bps annualized. The strategy, which has been offered to investors in separately managed account format, was launched as a mutual fund by Catalyst Funds in 2011.

“The Catalyst Dynamic Alpha Fund has been a great addition to our equity-oriented offerings,” said Jerry Szilagyi, CEO of Catalyst Funds. “In the five years since it launched, CPEAX has garnered a five-star rating, performed in the top 2% of its category, and has significantly outperformed its S&P 500 benchmark. We are proud to offer investors this time-tested quantitative approach to complement their portfolio allocation.”

The Fund systematically analyzes equities across all sectors and market capitalization for price momentum, sector rotation and relative strength, eliminating artificial market segmentations to concentrate on sectors, trends and exposures exhibiting characteristics of emerging growth. Stock and sector strength are ranked and monitored in an attempt to ensure the Fund is positioned in holdings showing the strongest characteristics. This flexibility potentially allows the Fund to avoid underperforming areas of the market, such as, for instance, financials in 2008. Defined buy and sell triggers are utilized in an attempt to let winning stocks run while quickly eliminating underperformers. This sell discipline has been a strong contributor to CPEAX’s outperformance.

Bruce Miller and Coy Krebs are the portfolio managers of the Fund. For more information on CPEAX and Catalyst Funds, please visit: www.catalystmf.com.

About Catalyst Funds

Catalyst Funds currently offers 25 distinctive funds that provide various strategies with the goal of producing income- and equity-oriented returns while seeking to control risk and volatility. Catalyst offers these exclusive strategies through a team of in-house portfolio managers and boutique institutional investment management partners. The firm strives to provide innovative strategies to support financial advisors and their clients in meeting the investment challenges of an ever-changing global market environment. For more information on Catalyst Funds and its various offerings, please visit: www.catalystmf.com.

Performance as of December 31, 2016

Share Class

1 Year

3 Years

5 Years

Since Inception (12/22/2011)

Class A

7.85%

11.95%

16.69%

16.55%

Class A w/ Sales Charge

1.66%

9.77%

15.31%

15.18%

The Fund's maximum sales charge for Class "A" shares is 5.75%. Investments in mutual funds involve risks. Performance is historic and does not guarantee future results. Investment return and principal value will fluctuate with changing market conditions so that when redeemed, shares may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. To obtain the most recent month end performance information or the fund's prospectus please call the fund, toll free at 1-866-447-4228. You can also obtain a prospectus at www.catalystmf.com. The Fund's advisor has contractually agreed to waive fees and/or reimburse expenses to maintain the Fund's total annual operating expense ratio at 1.10% excluding 12b-1 fees through October 31, 2017. Gross expense ratios for the most recent fiscal year were 1.51%, 2.26% and 1.26% for Class A, C and I share, respectively.

Disclosures

Of course, there is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.     

Past results are not an indication of future performance. Current performance may be lower or higher than the performance date quoted. Investing in the Fund carries certain risks. The value of the Fund may decrease in response to the activities and financial prospects of an individual security in the Fund's portfolio. The Fund is non-diversified and may invest a greater percentage of its assets in a particular issue and may own fewer securities than other mutual funds. The performance of the Fund may be subject to substantial short term changes. To the extent the Fund invests in the stocks of smaller-sized companies, the Fund may be subject to additional risks, including the risk that earnings and prospects of these companies are more volatile than larger companies. Smaller-sized companies may experience higher failure rates than larger companies and normally have lower trading volume than larger companies. These factors may affect the value of your investment.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating (based on a Morningstar Risk Adjusted Return measure that accounts for variation in a fund's monthly performance, including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35%receive 3 stars, and next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages). Not all investors are eligible to purchase load-waived shares. Ratings and other statistics for load-waived versions of the class A shares of mutual funds reflect the investor experience for those individuals who do not pay the fund's front-end sales load, such as retirement-plan participants or those investors who commit to invest above a certain amount. The load-waived rating supplements the Morningstar Rating for the original A share class, where all load-adjusted measures reflect the maximum front load. Load-waived A shares are displayed and treated like a separate share class, and most data is the same between the original A share and the load-waived share. The statistics that are different include load-waived measures, such as Morningstar Rating, rating-related scores and returns, tax-adjusted returns and any percentile ranks based on these measures. To be eligible for load-waived ratings and returns, the fund must be an A share class, must have front load and must be domiciled in the United States. Morningstar does not calculate load-waived ratings for B or C share classes because fund companies rarely waive the loads on these funds.

An investor should consider the Fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the Catalyst Funds can be found in the Fund's prospectus. Please read the prospectus carefully before investing. The Catalyst Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC.

4004-NLD-1/6/2017

Posted by: AT 08:44 am   |  Permalink   |  Email
Catalyst Funds | 36 New York Avenue Floor 2, Huntington, NY 11743 | Phone: 646-827-2761 | Email: info@catalystmutualfunds.com
Catalyst Funds c/o Gemini Funds | PO Box 541150 Omaha, NE 68154-1150 | Phone: 866-447-4228 | Email: info@catalystmutualfunds.com

An investor should consider the Fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the Catalyst Funds can be found in the Fund's prospectus, which can be obtained by calling 1-866-447-4228. Please read the prospectus carefully before investing. The Catalyst Funds are distributed by Northern Lights Distributors, LLC., Member FINRA/SIPC. 4485-NLD-5/24/2017 9010-NLD-10/20/2017

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