Morningstar

Catalyst Tactical Allocation Fund Class A CLTAX

Morningstar Medalist Rating
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Medalist Rating as of See Catalyst Investment Hub
  • NAV / 1-Day Return$17.60  /  +1.32%
  • Fund Size$16.3M
  • Adjusted Expense Ratio1.530%
  • Net Expense Ratio1.540%
  • Fee Level: DistributionBelow Average
  • Share Class TypeFront Load
  • Morningstar CategoryTactical Allocation
  • Equity Style Box (Funds)Large Growth
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio37%
NAV and 1-Day Return as of

Morningstar’s Analysis CLTAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst Tactical Allocation Fund A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CLTAX

More CLTAX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings52.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.381M
Technology

Microsoft Corp

6.06996,848
Technology

Marriott International Inc Class A

5.65929,171
Consumer Cyclical

Vertiv Holdings Co Class A

5.32875,362
Industrials

KLA Corp

5.18851,135
Technology

Bank of New York Mellon Corp

5.03826,758
Financial Services

HCA Healthcare Inc

4.93810,101
Healthcare

Waste Management Inc

4.66766,883
Industrials

NVIDIA Corp

4.52743,048
Technology

Cadence Design Systems Inc

4.33712,177
Technology

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