Catalystmap Global Equity Fund Quote
| CAXIX Fund | USD 18.96 0.03 0.16% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Catalyst/map Global is trading at 18.96 as of the 26th of November 2024; that is 0.16 percent increase since the beginning of the trading day. The fund's open price was 18.93. Catalyst/map Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Catalystmap Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 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
Catalyst/map 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 | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalystmap Global Equity [CAXIX] is traded in USA and was established 26th of November 2024. 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 11.88% with the current yeild of 0.02%, while the total return for the last 3 years was 4.3%.
Check Catalyst/map 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 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.
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
| SYNA | Synaptics Incorporated | Stock | Information Technology | |
| CIEN | Ciena Corp | Stock | Information Technology | |
| WEN | The Wendys Co | Stock | Consumer Discretionary | |
| 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 | 0.4242 | |||
| Semi Deviation | 0.5094 | |||
| Standard Deviation | 0.5267 | |||
| Variance | 0.2774 |
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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