Catalystmap Global Equity Fund Quote

CAXIX Fund  USD 17.75  0.03  0.17%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Catalyst/map Global is trading at 17.75 as of the 16th of February 2025; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 17.78. Catalyst/map 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 17th of January 2025 and ending today, the 16th of February 2025. 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 Catalyst/map Mutual Fund

  0.83CWXAX Catalyst/warringtonPairCorr
  0.81CWXIX Catalyst/warringtonPairCorr
  0.66CWXCX Catalyst/warringtonPairCorr
  0.4CFRIX Catalyst/princetonPairCorr
  0.4CFRAX Catalyst/princetonPairCorr
  0.39CFRCX Catalyst/princetonPairCorr

Catalyst/map Mutual Fund Highlights

Fund ConcentrationCatalyst 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 Date31st of December 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Catalystmap Global Equity [CAXIX] is traded in USA and was established 16th of February 2025. Catalyst/map 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 minimum initial investment of 2.5 K. Catalystmap Global Equity is currently producing year-to-date (YTD) return of 5.28% with the current yeild of 0.04%, while the total return for the last 3 years was 4.85%.
Check Catalyst/map Global Probability Of Bankruptcy

Instrument Allocation

Cash7.26%Other100%

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 Catalyst/map 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 Catalyst/map Mutual Fund, and the less return is expected.
Consumer Defensive23.99%Technology19.67%Healthcare13.25%Communication ...10.97%Industrials9.46%Basic ...7.09%Consumer CyclicalFinancial ServicesEnergyUtilities100%
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

SYNASynaptics IncorporatedStockInformation Technology
CIENCiena CorpStockInformation Technology
WENThe Wendys CoStockConsumer Discretionary
MOSThe MosaicStockMaterials
XOMExxon Mobil CorpStockEnergy
TTEKTetra TechStockIndustrials
NVSNovartis AG ADRStockHealth Care
NSRGYNestle SA ADRPink SheetPackaged Foods
More Details

Catalystmap Global Equity Risk Profiles

Catalyst/map Global Against Markets

Other Information on Investing in Catalyst/map Mutual Fund

Catalyst/map Global financial ratios help investors to determine whether Catalyst/map 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 Catalyst/map with respect to the benefits of owning Catalyst/map Global security.
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