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 $17.12  /  −2.39 %
  • Fund Size $16.5M
  • Adjusted Expense Ratio 1.530%
  • Net Expense Ratio 1.540%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Large Growth
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 37%
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 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

KLA Corp

6.22 1M
Technology

Apple Inc

6.00 1M
Technology

Microsoft Corp

5.80 979,639
Technology

Vertiv Holdings Co Class A

5.37 908,532
Industrials

NVIDIA Corp

4.91 829,248
Technology

Marriott International Inc Class A

4.90 827,644
Consumer Cyclical

Meta Platforms Inc Class A

4.87 822,354
Communication Services

Alphabet Inc Class A

4.85 819,254
Communication Services

Bank of New York Mellon Corp

4.81 812,821
Financial Services

HCA Healthcare Inc

4.32 730,579
Healthcare

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