CLTAX Mutual Fund (Catalyst Tactical Allocation Fund Class A) is managed by Catalyst Funds with $7.4M in net assets. CLTAX expense ratio is 1.53%, holding 24 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2012-07-02.

CLTAX performance shows a YTD return of 10.66%. The 1-year return is 22.95% and the 5-year return is 5.70%. CLTAX dividend yield stands at 8.92%, paid annually.

CLTAX top holdings include Vertiv Holding Corp (8.4%), Kla Corp_None_0 (6.8%), Hca Healthcare Inc Common Stock Usd 0.01 (5.0%), Apple, Inc (4.8%), Autozone Inc. (4.7%). View all CLTAX holdings, sector breakdown, or dividend history.

CLTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.