Catalyst Tactical Allocation Fund Class C CLTCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$16.38  /  +1.30%
  • Fund Size$16.3M
  • Adjusted Expense Ratio2.280%
  • Net Expense Ratio2.290%
  • Fee Level: DistributionBelow Average
  • Share Class TypeLevel Load
  • Morningstar CategoryTactical Allocation
  • Equity Style Box (Funds)Large Growth
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio37%

Morningstar’s Analysis CLTCX

Will CLTCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst Tactical Allocation Fund 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.

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Portfolio Holdings CLTCX

  • 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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