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Morningstar

Catalyst/MAP Global Equity A CAXAX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 17.12  /  +0.29 %
  • Total Assets 74.0 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.69%
  • Turnover 27%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CAXAX

Will CAXAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAXAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAXAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CAXAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Catalyst/ MAP Global Equity A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAXAX

More CAXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.17 3.1 Mil
Technology

Sanofi SA ADR

3.96 3.0 Mil
Healthcare

Tetra Tech Inc

3.77 2.8 Mil
Industrials

Bunge Global SA

3.71 2.8 Mil
Consumer Defensive

Vivendi SE

3.65 2.7 Mil
Communication Services

SPDR® Gold MiniShares

3.55 2.7 Mil
—

Kratos Defense & Security Solutions Inc

3.49 2.6 Mil
Industrials

Novartis AG ADR

3.37 2.5 Mil
Healthcare

First American Treasury Obligs X

3.10 2.3 Mil
Cash and Equivalents

SPDR® Blmbg 1-3 Mth T-Bill ETF

3.05 2.3 Mil
—