Morningstar

Catalyst Tactical Allocation Fund Class C CLTCX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 16.50  /  +1.10 %
  • Total Assets 17.0M
  • Adj. Expense Ratio
    2.280%
  • Expense Ratio 2.290%
  • Distribution Fee Level Below Average
  • Share Class Type Level 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 CLTCX

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

  • People Pillar

    The People Pillar is our evaluation of the CLTCX 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 CLTCX’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 C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CLTCX

More CLTCX 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
Sector

KLA Corp

6.22 1M
Technology

Apple Inc

6.00 1M
Technology

Microsoft Corp

5.80 979,639
Technology

Vertiv Holdings Co Class A

5.37 908,532
Industrials

NVIDIA Corp

4.91 829,248
Technology

Marriott International Inc Class A

4.90 827,644
Consumer Cyclical

Meta Platforms Inc Class A

4.87 822,354
Communication Services

Alphabet Inc Class A

4.85 819,254
Communication Services

Bank of New York Mellon Corp

4.81 812,821
Financial Services

HCA Healthcare Inc

4.32 730,579
Healthcare

Sponsor Center