Morningstar

Catalyst/MAP Global Balanced Fund Class A TRXAX

Medalist Rating as of Sep 30, 2026 See Catalyst Investment Hub

Strategy

The investment seeks total return, which consists of current income and capital appreciation. The fund invests primarily in a broad range of domestic and international, including emerging markets, fixed income and equity securities. It invests at least 25% of its assets in fixed income securities and at least 25% of its assets in equity securities. Fixed income securities include interest-paying bonds and convertible bonds. Equity securities include common stock, preferred stock and options on those securities.

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
TRXIX	Catalyst/MAP Global Balanced Fund Class I	Institutional	Open			Jun 6, 2014	$8.60M	0.980%	High	$2,500	−$110,722.97
TRXAX	Catalyst/MAP Global Balanced Fund Class A	Front Load	Open			Jul 29, 2011	$2.15M	1.230%	High	$2,500	$34,857.78
TRXCX	Catalyst/MAP Global Balanced Fund Class C	Level Load	Open			Jul 29, 2011	$3.82M	1.980%	High	$2,500	−$728,573.62

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