Morningstar

Catalyst Tactical Allocation Fund Class A CLTAX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 17.71  /  +1.08 %
  • Total Assets 17.0M
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.540%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.00
  • Turnover 37%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:22 AM GMT+0

Morningstar’s Analysis CLTAX

Will CLTAX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst Tactical Allocation Fund A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CLTAX

More CLTAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

Microsoft Corp

5.70 968,924
Technology

Apple Inc

5.68 964,808
Technology

KLA Corp

5.56 945,676
Technology

Bank of New York Mellon Corp

5.55 943,488
Financial Services

NVIDIA Corp

5.20 883,341
Technology

Alphabet Inc Class A

4.97 845,321
Communication Services

Marriott International Inc Class A

4.68 795,276
Consumer Cyclical

Cadence Design Systems Inc

4.33 735,830
Technology

Howmet Aerospace Inc

4.25 722,113
Industrials

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