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Catalyst

Catalyst Parent Rating

Low

Catalyst has a ways to go to become an industry-standard steward, resulting in a Low Parent Pillar rating.

Fees on the firm's open-end and exchange-traded funds are a weakness, contributing negatively to the rating and creating a larger performance hurdle on funds. On average, Catalyst charges fees on its funds that are in the highest quintile of similarly distributed funds. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal. The firm's risk-adjusted performance is poor. Across all open-end and exchange-traded products, the firm’s average 10-year Morningstar Rating is 2.0 stars. Catalyst has had high portfolio management turnover over the past five years compared with peers, detracting from its rating, as long-term stability tends to go together with positive results.

Catalyst Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

9.74 Bil

Investment Flows (TTM)

1.04 Bil

Asset Growth Rate (TTM)

13.78%

# of Share Classes

56
Morningstar Rating # of Share Classes
5
5
18
21
4
Not Rated 3

Morningstar Mentions

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