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Morningstar

Catalyst/MAP Global Equity C CAXCX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 15.73  /  0.19 %
  • Total Assets 72.6 Mil
  • Adj. Expense Ratio
    1.980%
  • Expense Ratio 1.980%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 27%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:12 PM GMT+0

Morningstar’s Analysis CAXCX

Will CAXCX 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 CAXCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CAXCX 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 CAXCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Catalyst/ MAP Global Equity C'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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAXCX

More CAXCX Holdings
  • Current Portfolio Date
  • Equity Holdings 46
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Blmbg 1-3 Mth T-Bill ETF

4.59
3,415,704
—

Novartis AG ADR

4.23
3,146,374
Healthcare

Sanofi SA ADR

3.96
2,951,025
Healthcare

Microsoft Corp

3.80
2,829,887
Technology

Tetra Tech Inc

3.72
2,771,300
Industrials

Bunge Ltd

3.49
2,600,286
Consumer Defensive

SPDR® Gold MiniShares

3.33
2,475,850
—

Nestle SA ADR

3.16
2,352,842
Consumer Defensive

Vivendi SE

3.16
2,350,818
Communication Services

Cisco Systems Inc

3.11
2,318,469
Technology