Catalystmap Global Balanced Fund Quote
| TRXAX Fund | USD 12.36 0.03 0.24% |
PerformanceStrong
| Odds Of DistressLow
|
Catalystmap Global is trading at 12.36 as of the 26th of July 2025; that is 0.24% up since the beginning of the trading day. The fund's open price was 12.33. Catalystmap Global has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 27th of April 2025 and ending today, the 26th of July 2025. 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 together with Catalystmap Mutual Fund
| 0.94 | HIICX | Catalystsmh High Income | PairCorr |
| 0.93 | HIIFX | Catalystsmh High Income | PairCorr |
| 0.93 | HIIIX | Catalystsmh High Income | PairCorr |
| 0.84 | MLXCX | Catalyst Mlp Infrast | PairCorr |
| 0.83 | MLXAX | Catalyst Mlp Infrast | PairCorr |
| 0.84 | MLXIX | Catalyst Mlp Infrast | PairCorr |
Moving against Catalystmap Mutual Fund
Catalystmap Mutual Fund Highlights
| Fund Concentration | Catalyst Mutual Funds, Large Value Funds, World Allocation, Catalyst Mutual Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalystmap Global Balanced [TRXAX] is traded in USA and was established 26th of July 2025. Catalystmap 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 requirementsCatalystmap Global is currently producing year-to-date (YTD) return of 9.47% with the current yeild of 0.04%, while the total return for the last 3 years was 6.7%.
Check Catalystmap 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 Catalystmap 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 Catalystmap 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 |
Catalystmap Global Risk Profiles
| Mean Deviation | 0.2282 | |||
| Standard Deviation | 0.3041 | |||
| Variance | 0.0925 | |||
| Downside Variance | 0.0823 |
Catalystmap Global Against Markets
Other Information on Investing in Catalystmap Mutual Fund
Catalystmap Global financial ratios help investors to determine whether Catalystmap 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 Catalystmap with respect to the benefits of owning Catalystmap Global security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |