Invest with Catalyst Funds

How can I invest directly in the Catalyst Funds?

• You can invest directly in the Catalyst Funds by reviewing the prospectus online and clicking the button below to directly invest funds in your account.
  
  Click here to review the prospectus
  
  Invest Online
  
  
• Mail an application

  You can also open an account by mail.  Please download the prospectus and the account opening forms by clicking on the link below, complete the application and mail the form to:

  Catalyst Funds
  c/o Matrix Capital Group
  630-A Fitzwatertown Road 2nd Floor
  Willow Grove, PA. 19090-1904

  or you can call us toll free at 866-447-4228 and we will send you the prospectus and account application 

Download Account Forms

Can I open an IRA retirement account for the Catalyst Funds?

Yes, you can open an IRA retirement account with the Catalyst Funds.  The form for opening a retirement account can be found by clicking the link below:

IRA Account Application

Can I transfer a regular account or an IRA retirement account to the Catalyst Funds?

Yes, you can transfer an account to the Catalyst Funds, whether it be an IRA or a regular account.  The forms for transferring an IRA or regular account to the Catalyst Value Fund can be found by clicking the appropriate Transfer Form button below.  For further information on transferring a regular account to the Catalyst Value Fund, please call us toll free at 866-447-4228. 

IRA Account Transfer Form

Regular Account Transfer Form 

Can I view my account information such as the current share price, the number of shares I own and the total account value for my Catalyst Funds?

Yes, you can view your account details online through our website by clicking the button below which says Account Details.

Account Details 

If I have questions regarding the Catalyst Funds where should I direct them?

You can email questions to info@catalystmutualfunds.com or by calling us toll free at 866-447-4228.

What is the mailing address of the Catalyst Funds?

Catalyst Funds                
c/o Matrix Capital Group                   
630-A Fitzwatertown Road 2nd Floor                               
Willow Grove, PA. 19090-1904   

How may I get a prospectus or other literature for the Catalyst Funds?

You can click the link below to download a prospectus, account opening forms, IRA forms, and account transfer forms or call us toll free at 866-447-4228.

Prospectus and More Literature

Are the Catalyst Funds available in multiple share classes?

Yes, the Catalyst Funds are available in A & C share classes.  You can find more detailed information on each share class by reviewing the prospectus.

What are the Catalyst Funds minimum investment?

The minimum investment in the Catalyst Funds is $1,000.  However, the fees are lower for investments of $50,000 and up, you can see the specific details of that in the prospectus.