Catalyst/MAP Global Equity C 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.
Catalyst/MAP Global Equity Fund Class C CAXCX
- NAV / 1-Day Return 20.13 / −0.69 %
- Total Assets 93.0M
-
Adj. Expense Ratio
1.970%
- Expense Ratio 1.960%
- 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 0.24%
- Turnover 30%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 1:14 AM GMT+0
Morningstar’s Analysis CAXCX
Will CAXCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SPDR® Gold MiniShares | 4.99 | 4M | — |
Chevron Corp | 4.49 | 4M | Energy |
Sanofi SA ADR | 3.83 | 3M | Healthcare |
Nestle SA ADR | 3.70 | 3M | Consumer Defensive |
Takeda Pharmaceutical Co Ltd ADR | 3.48 | 3M | Healthcare |
Bunge Global SA | 3.26 | 3M | Consumer Defensive |
National Fuel Gas Co | 3.14 | 3M | Energy |
Applied Materials Inc | 2.99 | 3M | Technology |
Novartis AG ADR | 2.67 | 2M | Healthcare |
Medtronic PLC | 2.67 | 2M | Healthcare |
United States