MLXAX – Catalyst Energy Infrastructure A Investment Strategy | Morningstar

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Strategy

The investment seeks current income and capital appreciation. The fund seeks to achieve its investment objective by primarily investing in the publicly-listed equity securities of U.S. and Canadian companies that generate a majority of their cash flow from midstream energy infrastructure activities. It may also invest in the equity securities of master limited partnerships (“MLPs”) engaged in energy related businesses. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MLXIX	Catalyst Energy Infrastructure Fund Class I	Institutional	Open			Dec 22, 2014	$316.95M	1.430%	High	$2,500	−$68.51M
MLXAX	Catalyst Energy Infrastructure Fund Class A	Front Load	Open			Dec 22, 2014	$45.92M	1.680%	High	$2,500	−$2.45M
MLXCX	Catalyst Energy Infrastructure Fund Class C	Level Load	Open			Dec 22, 2014	$30.00M	2.430%	High	$2,500	−$5.23M

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