Catalystmap Global Balanced Fund Quote
| TRXAX Fund | USD 11.80 0.01 0.08% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Catalyst/map Global is trading at 11.80 as of the 2nd of December 2024; that is 0.08% up since the beginning of the trading day. The fund's open price was 11.79. 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 Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of November 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests primarily in a broad range of domestic and international, including emerging markets, fixed income and equity securities. It invests at least 25 percent of its assets in fixed income securities and at least 25 percent of its assets in equity securities. More on Catalystmap Global Balanced
Moving against Catalyst/map Mutual Fund
Catalyst/map Mutual Fund Highlights
| Fund Concentration | Catalyst Mutual Funds, Large Value Funds, World Allocation Funds, World Allocation, Catalyst Mutual Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalystmap Global Balanced [TRXAX] is traded in USA and was established 2nd of December 2024. Catalyst/map Global is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Catalyst Mutual Funds family. This fund at this time has accumulated 14.98 M in assets with no minimum investment requirementsCatalyst/map Global is currently producing year-to-date (YTD) return of 6.37% with the current yeild of 0.02%, while the total return for the last 3 years was 1.78%.
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 Balanced 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 Balanced Mutual Fund Constituents
| BG | Bunge Limited | Stock | Consumer Staples | |
| CPB | Campbell Soup | Stock | Consumer Staples | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| IMBBY | Imperial Brands PLC | OTC Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MU | Micron Technology | Stock | Information Technology | |
| NFG | National Fuel Gas | Stock | Utilities |
Catalyst/map Global Risk Profiles
| Mean Deviation | 0.2211 | |||
| Semi Deviation | 0.2587 | |||
| Standard Deviation | 0.2652 | |||
| Variance | 0.0703 |
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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