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Catalyst/Aspect Enhanced Multi-Asset A (CASAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.57+0.06 (+0.52%)
At close: 08:00PM EDT

Catalyst/Aspect Enhanced Multi-Asset A

Willow Grove, PA 19090

Building A, 2nd Floor,630 Fitzwatertown Road

Catalyst Funds (VRM)

1-877-477-7373
Management information
,Lead manager since 27 December 2023
Ms. Xu is the portfolio manager for the Aspect Diversified, Core Diversified, Absolute Return and China Diversified Programs. In this role, she is responsible for leading the ongoing research effort as it relates to these strategies, agreeing the research agenda with and reporting to the Investment Committee, as well as managing program releases. Since joining Aspect in 2008 she has accumulated almost 15 years’ experience in portfolio construction and the development of quantitative investment strategies. Prior to joining Aspect, Max worked at BNP Paribas Asset Management from 2005 to 2008 where she developed quantitative FX trading strategies for their diversified currency program. Max holds an MSc in Financial Mathematics (Distinction) from Cass Business School and a BSc in Biological Science from Peking University in China. She is also a CFA Charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Allocation
Fund familyCatalyst Mutual Funds
Net assets19.81M
YTD return15.90%
YieldN/A
Morningstar ratingN/A1
Inception date27 Dec 2023

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseCASAXCategory average
Annual report expense ratio (net)2.04%1.00%
Prospectus net expense ratio2.04%N/A
Prospectus gross expense ratio2.44%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.06%
Max deferred sales loadN/A1.35%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A