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Morningstar

Catalyst/MAP Global Balanced A TRXAX

Morningstar Analyst Rating
Quantitative rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 11.58  /  0.77 %
  • Total Assets 15.9 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.230%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.19%
  • Turnover 25%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis TRXAX

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

People Pillar

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

Summary

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Catalyst/MAP Global Balanced A earns a Morningstar Quantitative 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 second-highest quintile among peers.

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