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. CatalystLyons Tactical is traded on NASDAQ Exchange in the United States. Maximum drawdown of 5.11% indicates contained downside risk. It is managed by Catalyst Mutual Funds. Beta of 0.09 suggests a relatively defensive profile.
Performance
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Odds Of Distress
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Catalystlyons Tactical Allocation (CLTAX) currently is priced at $15.66 as of March 22, 2026, representing 1.88% down on the day after opening at $15.96. CATALYST/LYONS TACTICAL currently exhibits 23% estimated likelihood of financial distress over the forecast period. Over the prior 90 trading days, CATALYST/LYONS TACTICAL has delivered negative risk-adjusted returns, in line with its weak performance profile. The performance scores span the window starting December 22, 2025 and ending March 22, 2026. Learn more.
Catalystlyons Tactical Allocation [CLTAX] is traded in USA. The fund is listed under the Tactical Allocation category and is part of the Catalyst Mutual Funds family. This fund currently has accumulated 18.23 M in assets under management (AUM) with no minimum investment requirements. CATALYST/LYONS TACTICAL is currently producing a year-to-date (YTD) return of 2.02%, while the total return for the last 3 years is 9.89%. CATALYST/LYONS TACTICAL financial stability analysis
The fund holds about 14.15% of assets under management (AUM) in cash. Latest disclosures for Catalystlyons Tactical Allocation show $7.4 million in Total Assets and $18.2 million in Net Assets.
Investor Insights and Alerts
Automated alerts tied to Catalystlyons Tactical Allocation help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
CATALYST/LYONS TACTICAL generated a negative expected return over the last 90 days
The fund holds about 14.15% of its assets under management (AUM) in cash
Top Catalystlyons Tactical Allocation Mutual Fund Constituents
Intraday indicators for Catalystlyons Tactical Allocation suit investors who need a shorter decision cycle and tighter control over timing. The best setups combine these signals with strict risk limits, since short-term data can reverse fast when liquidity thins.
A forecast for Catalystlyons Tactical Allocation starts with historical data. Prices often signal trend and momentum shifts before fundamentals catch up. The practical edge is not the forecast number itself, but knowing when the data is becoming less predictable.
The fund overview for CATALYST/LYONS TACTICAL summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Mutual Fund Funds. The current allocation is approximately 14.0% cash. It is classified under Tactical Allocation within the Catalyst Mutual Funds family.
Methodology
Unless otherwise specified, data for Catalystlyons Tactical Allocation is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Catalystlyons Tactical Allocation market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: Macroaxis analytics incorporate public fund disclosures, holdings reports, and market data feeds and official disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Data harmonization may result in minor timing offsets. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Catalystlyons Tactical Allocation may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.