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Total Return Income Fund


Overview

Management

Performance

Portfolio Holdings

Catalyst Total Return Income Fund Portfolio Holdings
For the period ended: September 30, 2011

Portfolio Holdings are subject to change



Top 10 Bond Holdings*

Energy Conversion 3.00% 6/15/13

4.6%

American Casino 11.00% 6/15/14

4.5%

K. Hovnanian 10.625% 10/15/16 3.9%
Harrah's Operating 11.25% 6/01/17 3.9%
MGM Resorts Intl. 11.375% 3/01/18 3.8%
Harbinger Group, Inc. 10.625% 11/15/15 3.1%
ATP Oil & Gas 11.875% 5/01/15

2.9%

Standard Pacific Car 10.75% 9/15/16 2.4%
Sprint Capital Corp. 8.75% 3/15/32 2.0%
GMAC, Inc. 8.00% 11/01/31 1.8%
   
Percent of Top 10 Bond Holdings 32.9%

Top 10 Equity Holdings*

Ares Capital Corp.

3.5%

Apple, Inc. **

3.5%

Marvell Technology Group Ltd. **. 3.2%
Cellcom Israel Ltd. 2.9%
Chimera Investment Corp.
2.8%
SanDisk Corp.
2.5%
Best Buy Co., Inc.

2.2%

Hospitality Properties Trust 2.1%
ComonWealth REIT
2.0%
American Capital Ltd. 2.0%
   
Percent of Top 10 Equity Holdings 26.7%

* As a percent of portfolio. Portfolio holdings and allocation are subject to change.
** Covered Call writing strategy on growth stocks.

Current Portfolio Allocation

 


S&P Credit Quality of Bonds

Sector/Industry Breakout


NOT FDIC INSURED   |   NO BANK GUARANTEE   |   MAY LOSE VALUE
Information found on this site is directed to U.S. Investors only.   The Funds are not registered in all states.
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