Catalyst/MAP Global Balanced C earns a Morningstar Medalist Rating of Negative on the basis of subpar Parent and People Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 11.19 / 0.36 %
- Total Assets 15.1 Mil
-
Adj. Expense Ratio
1.970%
- Expense Ratio 1.980%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Global Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.06%
- Turnover 25%
Morningstar’s Analysis TRXCX
Will TRXCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Dec 31, 2022
- Equity Holdings 33
- Bond Holdings 14
- Other Holdings 10
- % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
United States Treasury Notes 0.375%
3.32
516,084
Government