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Catalyst/map Global Equity Fund Class A: (MF: CAXAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:46 PM ET

$20.39 USD

+0.01 (0.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 11.99 10
3 months 11.86 13
6 months 18.17 10
1 Year 31.50 13
3 Year 16.49 54
5 Year 10.48 38
10 Year 10.50 63

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.78
5 Year 7.42
10 Year 8.27
Since Inception 7.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 4.10 9.53 4.74 2.52
2024 4.38 1.24 7.84 -5.52
2023 6.84 0.23 -2.33 5.82
2022 1.65 -12.93 -9.77 11.40
2021 7.55 3.57 -2.45 7.25

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.9922.447.6710.69-11.0416.545.4517.28-3.0917.0310.35
% Total Return Rel to Index 4.821.09-11.55-13.718.05-1.61-8.61-7.917.33-3.085.02
% Total Return Rel to Peer 4.133.96-4.70-7.948.520.34-11.21-7.456.93-5.194.78
% Perf Quintile vs Peer* 1.002.000.005.002.003.005.005.001.004.001.00
% Dividends 0.000.200.600.290.000.300.270.310.000.230.13
% Yield 0.000.923.241.050.001.641.681.940.001.490.98
Capital Gains ($) 0.001.060.790.100.000.000.000.201.290.180.07
Expense Ratio 0.001.211.211.211.211.211.211.281.551.551.55

* 1 = Top 20%, 5 = Bottom 20%