Morningstar

Catalyst Dynamic Alpha Fund Class A CPEAX

Morningstar Medalist Rating
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Medalist Rating as of See Catalyst Investment Hub
  • NAV / 1-Day Return $24.26  /  +0.87 %
  • Fund Size $116.8M
  • Adjusted Expense Ratio 1.380%
  • Net Expense Ratio 1.380%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis CPEAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst Dynamic Alpha A 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 CPEAX

More CPEAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Corning Inc

9.28 13M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

9.23 13M
Technology

Flex Ltd

8.39 12M
Technology

Amphenol Corp Class A

6.38 9M
Technology

Alphabet Inc Class A

5.72 8M
Communication Services

Micron Technology Inc

4.68 7M
Technology

Sterling Infrastructure Inc

4.33 6M
Industrials

HSBC Holdings PLC ADR

3.23 5M
Financial Services

Cardinal Health Inc

3.23 5M
Healthcare

Ralph Lauren Corp Class A

3.14 4M
Consumer Cyclical

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