SOURCE: Catalyst Funds

Catalyst Funds

August 03, 2011 09:30 ET

Catalyst Funds Celebrates Five Year Anniversary With Four New Funds

NEW YORK, NY--(Marketwire - Aug 3, 2011) - The Catalyst Funds celebrated its five year anniversary, with its first fund, the small cap Catalyst Value Fund (NASDAQ: CTVAX) (NASDAQ: CTVCX), completing its first five years of performance on July 31 with outstanding results. The Fund was ranked #23 among 468 mutual funds (Top 5%) categorized by Morningstar as U.S. small cap blend for the five year period and #2 out of 562 funds (Top 1%) for the three year period ending August 1, 2011. During the five year period, the Fund generated an annualized return of 7.08% compared with the Russell 2000 Value Index return of 2.01%.

"David Miller, Senior Portfolio Manager, has done a spectacular job protecting shareholder capital in tough markets and providing strong returns in the up markets. Congratulations to David for an outstanding five years," stated Jerry Szilagyi, CEO of the Fund's investment advisor.

The Catalyst Funds (www.CatalystMutualFunds.com) also launched four new funds on July 29, expanding its mutual fund family to a total of nine Funds. The four new Funds are the:
Catalyst Large Cap Value Fund (NASDAQ: LVXAX) (NASDAQ: LVXCX)
Catalyst International Value Fund (NASDAQ: IVXAX) (NASDAQ: IVXCX)
Catalyst/MAP Global Total Return Income Fund (NASDAQ: TRXAX) (NASDAQ: TRXCX)
Catalyst/MAP Global Capital Appreciation Fund (NASDAQ: CAXAX) (NASDAQ: CAXCX)

"The new Funds expand our Fund lineup into the large cap and international markets. The Large Cap Value and International Value Funds will be managed by David Miller and Todd Walters. The Global Total Return Income and Global Capital Appreciation Funds will be managed by Michael Dzialo and Peter Swan of Managed Asset Portfolios who have been managing money institutionally in these styles since 2001," added Szilagyi.

The other five Catalyst Funds include:
Catalyst Value Fund (NASDAQ: CTVAX) (NASDAQ: CTVCX)
Catalyst Strategic Value Fund (NASDAQ: STVAX) (NASDAQ: STVCX)
Catalyst/SMH High Income Fund (NASDAQ: HIIFX) (NASDAQ: HIICX)
Catalyst/SMH Total Return Income Fund (NASDAQ: TRIFX) (NASDAQ: TRICX)
Catalyst/Groesbeck Growth of Income Fund (NASDAQ: CGGAX) (NASDAQ: CGGCX)

The Catalyst Funds are managed by Catalyst Capital Advisors LLC. Below are the Catalyst Value Fund's annualized investment returns for the period ending June 30, 2011.

Catalyst Value Fund 1 Year 3 Year Since Inception
(7/31/2006)
Without Sales Charges
Class A - CTVAX 23.47% 21.24% 8.85%
Class C - CTVCX 22.53% 20.56% 8.16%
With Sales Charges
Class A 16.37% 18.87% 7.55%
Performance Benchmarks
S&P 500 Index 30.69% 3.34% 2.86%
Russell 2000 Value Index 31.35% 7.09% 2.57%

The Fund's maximum sales charge for Class "A" shares is 5.75%. The advisor has contractually agreed to waive fees and/or reimburse expenses to maintain the Fund's total annual operating expense ratio at 1.30% excluding 12b-1 fees through October 31, 2012. The gross and net expenses for the Class A shares are 1.79% and 1.56% and for the Class C shares 2.54% and 2.31% respectively. 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.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. Please read the prospectus carefully before investing. The Catalyst Funds are distributed by Matrix Capital Group, Inc., New York, NY 10017 which is not affiliated with Catalyst Capital Advisors, LLC.

The S&P 500 Index is a market capitalization weighted index of the performance of the 500 largest US stocks which S&P believes are representative of the U.S. equity market. It is not an investment product available for purchase.

The Russell 2000 Value Index measures the performance of stocks in the 2,000 smallest companies, by market capitalization, in the Russell universe that have lower price to book ratios and forecasted growth rates. It is not an investment product available for purchase.

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