Morningstar

Catalyst/MAP Global Equity Fund Class I CAXIX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 21.40  /  −0.09 %
  • Total Assets 94.7M
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.10%
  • Turnover 30%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:47 AM GMT+0

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
Rated on Published on

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Portfolio Holdings CAXIX

More CAXIX Holdings
  • 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

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