Catalystmap Global Equity Fund Quote
| CAXAX Fund | USD 17.42 0.04 0.23% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Catalystmap Global is trading at 17.42 as of the 26th of December 2024; that is 0.23% up since the beginning of the trading day. The fund's open price was 17.38. Catalystmap Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of November 2024 and ending today, the 26th of December 2024. Click here to learn more.
The fund primarily invests in equity securities of U.S. and foreign issuers. The allocation of its investments to U.S. and foreign issuers and among various levels of market capitalizations may vary substantially depending on various factors, including market conditions, but under normal conditions, at least 40 percent of the funds assets is invested in securities of issuers domiciled in at least 3 countries outside of the United States, and at least 80 percent of its net assets plus any borrowings for investment purposes are invested in equity securities. More on Catalystmap Global Equity
Moving against Catalystmap Mutual Fund
Catalystmap Mutual Fund Highlights
| Fund Concentration | Catalyst Mutual Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Catalyst Mutual Funds, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalystmap Global Equity [CAXAX] is traded in USA and was established 26th of December 2024. Catalystmap Global is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Catalyst Mutual Funds family. This fund currently has accumulated 74.44 M in assets under management (AUM) with no minimum investment requirementsCatalystmap Global Equity is currently producing year-to-date (YTD) return of 8.8% with the current yeild of 0.02%, while the total return for the last 3 years was 2.68%.
Check Catalystmap Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Catalystmap Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Catalystmap Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Catalystmap Global Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Catalystmap Global Equity Mutual Fund Constituents
| CIEN | Ciena Corp | Stock | Information Technology | |
| WEN | The Wendys Co | Stock | Consumer Discretionary | |
| SYNA | Synaptics Incorporated | Stock | Information Technology | |
| MOS | The Mosaic | Stock | Materials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| TTEK | Tetra Tech | Stock | Industrials | |
| ORAN | Orange SA ADR | Stock | Communication Services | |
| NVS | Novartis AG ADR | Stock | Health Care |
Catalystmap Global Equity Risk Profiles
| Mean Deviation | 0.4909 | |||
| Standard Deviation | 0.913 | |||
| Variance | 0.8336 | |||
| Risk Adjusted Performance | (0.11) |
Catalystmap Global Against Markets
Other Information on Investing in Catalystmap Mutual Fund
Catalystmap Global financial ratios help investors to determine whether Catalystmap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalystmap with respect to the benefits of owning Catalystmap Global security.
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