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.
- NAV / 1-Day Return 13.55 / 0.07 %
- Total Assets 35.6 Mil
Adj. Expense Ratio
- 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.