Morningstar

Catalyst Energy Infrastructure Fund Class A MLXAX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 32.43  /  +0.46 %
  • Total Assets 413.3M
  • Adj. Expense Ratio
    1.680%
  • Expense Ratio 1.680%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Energy Limited Partnership
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.52%
  • Turnover 16%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:51 AM GMT+0

Morningstar’s Analysis MLXAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst Energy Infrastructure 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 MLXAX

More MLXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 69.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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