Advertisement
Skip to Content
Morningstar

Catalyst/Lyons Tactical Allocation A CLTAX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CLTAX

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

People Pillar

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

Summary

|

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.

Unlock our full analysis with Morningstar Investor