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Catalyst/Lyons Tactical Allocation A CLTAX

Quantitative rating as of
  • NAV / 1-Day Return 13.55  /  0.07 %
  • Total Assets 35.6 Mil
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.530%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.00
  • Turnover 54%

Morningstar’s Analysis CLTAX

Will CLTAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Catalyst/Lyons Tactical Allocation A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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