Catalyst/MAP Global Equity Fund Class A CAXAX

Morningstar Medalist Rating
  • NAV / 1-Day Return$21.75  /  +0.18%
  • Fund Size$93.7M
  • Adjusted Expense Ratio1.220%
  • Net Expense Ratio1.220%
  • Fee Level: DistributionAbove Average
  • Share Class TypeFront Load
  • Morningstar CategoryGlobal Large-Stock Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.89%
  • Turnover Ratio30%

Morningstar’s Analysis CAXAX

Will CAXAX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst/MAP Global Equity A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings CAXAX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Materials Inc

5.956M
Technology

SPDR® Gold MiniShares

4.034M
—

First American Treasury Obligs X

3.694M
Cash and Equivalents

Nestle SA ADR

3.613M
Consumer Defensive

Chevron Corp

3.393M
Energy

Sanofi SA ADR

3.203M
Healthcare

Alphabet Inc Class C

3.013M
Communication Services

Tetra Tech Inc

2.873M
Industrials

Takeda Pharmaceutical Co Ltd ADR

2.843M
Healthcare

Micron Technology Inc

2.783M
Technology

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