Morningstar

Catalyst Systematic High Income Fund Class A CWXAX

Morningstar Medalist Rating
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Medalist Rating as of See Catalyst Investment Hub
  • NAV / 1-Day Return $9.70  /  −0.61 %
  • Fund Size $32.7M
  • Adjusted Expense Ratio 2.310%
  • Net Expense Ratio 2.240%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Equity Hedged
  • Equity Style Box (Funds) —
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 5.38%
  • Turnover Ratio 207%
NAV and 1-Day Return as of

Morningstar’s Analysis CWXAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst Systematic High Income 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.

by Morningstar Automated Analysis
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Portfolio Holdings CWXAX

More CWXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rcxtceq1 Index

73.63 80M
—

Us Dollar Collateral

11.49 13M
Cash and Equivalents

Mattel, Inc. 5.875%

1.38 2M
Corporate

Best Buy Co Inc. 1.95%

1.35 1M
Corporate

Lowes Companies, Inc. 1.7%

1.34 1M
Corporate

Ares Capital Corp. 2.15%

1.33 1M
Cash and Equivalents

Dick's Sporting Goods, Inc. 4%

1.33 1M
Corporate

Uber Technologies Inc 4.5%

1.30 1M
Corporate

Main Street Capital Corp. 6.5%

1.30 1M
Corporate

Energy Transfer LP 6%

1.30 1M
Corporate

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