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STOCKS
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CLTAX
Catalyst/Lyons Tactical Allocation Fd Cl A
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

CLTAX Mutual Fund Holdings Information

Holdings Count
26
Total Assets
21.48M
Top 10 Percentage
52.05%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
26 Holdings
26 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MLI
Mueller Industries, Inc.
6.39%
$1.37M
―
$8.46B
35.31%
1 Buy
0 Hold
0 Sell
Moderate Buy
―
AZO
AutoZone Inc
6.14%
$1.32M
―
$61.62B
28.45%
19 Buy
2 Hold
0 Sell
Strong Buy
―
BR
Broadridge Financial Solutions
5.46%
$1.17M
―
$28.17B
21.55%
2 Buy
3 Hold
0 Sell
Moderate Buy
―
HCA
Hca Healthcare
5.11%
$1.09M
―
$89.41B
9.99%
8 Buy
4 Hold
0 Sell
Moderate Buy
―
GWW
W.W. Grainger
5.03%
$1.08M
―
$51.96B
17.36%
2 Buy
3 Hold
2 Sell
Hold
―
UNH
Unitedhealth Group Inc.
4.95%
$1.06M
―
$288.92B
-36.93%
18 Buy
7 Hold
1 Sell
Moderate Buy
―
WM
Waste Management
4.78%
$1.02M
―
$95.43B
16.14%
13 Buy
8 Hold
0 Sell
Moderate Buy
―
META
Meta Platforms, Inc.
4.76%
$1.02M
―
$1.74T
35.45%
42 Buy
3 Hold
1 Sell
Strong Buy
―
LII
Lennox International
4.73%
$1.01M
―
$19.52B
0.77%
3 Buy
6 Hold
3 Sell
Hold
―
COST
Costco Wholesale Corp.
4.69%
$1.01M
―
$444.68B
15.72%
16 Buy
7 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

30.01%Consumer Cyclical26.92%Technology25.97%Industrials10.21%Healthcare6.89%Communication Services30.01%Consumer Cyclical
Consumer Cyclical
30.01%
Technology
26.92%
Industrials
25.97%
Healthcare
10.21%
Communication Services
6.89%

Countries Breakdown

98.48%United States98.48%United States
United States
98.48%

Breakdown By Smart Score

9.29%Outperform1011.66%Outperform914.81%Outperform822.12%Neutral711.66%Neutral65.11%Neutral510.65%Neutral46.49%Underperform33.40%Underperform24.80%Underperform16
The weighted average smart score of the CLTAX Mutual Fund is 6
10
9.29%
9
11.66%
8
14.81%
7
22.12%
6
11.66%
5
5.11%
4
10.65%
3
6.49%
2
3.40%
1
4.80%

CLTAX Mutual Funds FAQ

What are Mutual Funds CLTAX’s top 3 holdings?
CLTAX’s top 3 holdings are MLI, AZO, BR.
    What is Mutual Funds CLTAX’s holdings count?
    Mutual Funds CLTAX’s is holdings 26 different assets.
      What are the total assets of Mutual Funds CLTAX?
      Mutual Funds CLTAX’s total assets are 21.48M.

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