CAXIX Mutual Fund

CAXIX Mutual Fund (Catalyst/MAP Global Equity Fund Class I) is managed by Catalyst Funds with $77.2M in net assets. CAXIX expense ratio is 0.97%, holding 52 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2014-06-06.

CAXIX performance shows a YTD return of 9.44%. The 1-year return is 18.84% and the 5-year return is 8.66%. CAXIX dividend yield stands at 6.15%, paid annually.

CAXIX top holdings include Applied Materials, Inc. (5.9%), Spdr Gold Minishares Trust (Nyse Arca) (4.0%), First Amern Fds Inc 01/01/2040 (3.7%), Nestlã Sa (3.6%), Chevron Corp.United States -Energy (3.4%). Go to all CAXIX holdings, CAXIX sectors, or CAXIX dividends.

CAXIX can be compared against other funds. Use CAXIX overlap to find shared positions, or CAXIX vs another fund for a side-by-side view. CAXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.