CGGAX : Catalyst Growth of Income Fund Class A

Fund Summary

The investment seeks income with capital appreciation as a secondary objective. The fund seeks to achieve its investment objective by primarily investing in publicly traded mortgage REITs. It may also invest in publicly traded equity and hybrid REITs. The fund may invest in the common and preferred stock of REITs and may invest in such securities without regard to the market capitalization of the REIT. The manager concentrates investments in the real estate industry, meaning that under normal circumstances, it invests over 25% of its assets in real estate and real-estate related securities. The fund is non-diversified.