CAXIX Mutual Fund

CAXIX Mutual Fund (Catalyst/MAP Global Equity Fund Class I) is managed by Catalyst Funds with $76.9M in net assets. CAXIX expense ratio is 0.97%, holding 52 positions across sectors including Health Care, Consumer Staples, Information Technology. 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 8.05%. CAXIX dividend yield stands at 6.15%, paid annually.

CAXIX top holdings include Spdr Gold Minishares Trust (Nyse Arca) (5.0%), Chevron Corp (4.5%), Sanofi Sponsored Adr (1 Ads : 0.5 Ordinary) (3.8%), Nestle S.a. Adr (3.7%), Takeda Pharmaceutical Co Ltd (3.5%). 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.