Morningstar

Catalyst/MAP Global Equity Fund Class I CAXIX

Morningstar Medalist Rating
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Medalist Rating as of See Catalyst Investment Hub
  • NAV / 1-Day Return $21.53  /  −0.14 %
  • Fund Size $94.7M
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.12%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis CAXIX

Will CAXIX outperform in the 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 CAXIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst/MAP Global Equity I 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.

by Morningstar Automated Analysis
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Portfolio Holdings CAXIX

More CAXIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Materials Inc

5.95 6M
Technology

SPDR® Gold MiniShares

4.03 4M
—

First American Treasury Obligs X

3.69 4M
Cash and Equivalents

Nestle SA ADR

3.61 3M
Consumer Defensive

Chevron Corp

3.39 3M
Energy

Sanofi SA ADR

3.20 3M
Healthcare

Alphabet Inc Class C

3.01 3M
Communication Services

Tetra Tech Inc

2.87 3M
Industrials

Takeda Pharmaceutical Co Ltd ADR

2.84 3M
Healthcare

Micron Technology Inc

2.78 3M
Technology

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