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Catalyst/Aspect Enhanced Multi-Asset C CASCX

Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 11.79  /  +1.11 %
  • Total Assets 18.6 Mil
  • Adj. Expense Ratio
    3.040%
  • Expense Ratio 3.040%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield
  • Turnover

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:36 AM GMT+0

Morningstar’s Analysis CASCX

Will CASCX outperform in future?

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

Catalyst/ Aspect Enhanced Multi-Asset C earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

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 most expensive quintile among peers.

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Portfolio Holdings CASCX

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

Us Dollars

100.01 100,000
Cash and Equivalents

Cash

−0.01 −5
Cash and Equivalents