Catalyst/MAP Global Equity Fund Class A (CAXAX)

Overview

The fund represents an investment opportunity focused on equity securities from both U.S. and international issuers. By prioritizing flexibility in its investment strategy, the fund adapts its allocations between U.S. and foreign issuers as well as across various market capitalizations based on evolving market conditions. A significant portion of the fund, under normal circumstances, commits at least 40% of its assets to securities from issuers domiciled in a minimum of three countries outside of the United States. Furthermore, the fund ensures that a substantial majority, at least 80% of its net assets plus any borrowed funds intended for investment purposes, are invested in equity securities. This strategy underscores the fund's intention to maintain a diversified and international investment portfolio, catering to investors seeking exposure to both the stability of U.S. markets and the growth potential of foreign markets. The allowance for investments in companies of any market capitalization further diversifies the fund's investment approach, broadly appealing to a range of investors with different risk tolerances and investment objectives.

Products and Services

Within its strategic framework, the fund offers a variety of investment opportunities categorized under equity securities. These are detailed as follows:

• U.S. and Foreign Equity Securities: The fund invests in a mix of U.S. and international equities, taking advantage of diverse market dynamics and opportunities. By balancing investments between domestic and foreign companies, the fund seeks to leverage growth prospects worldwide while mitigating region-specific risks.
• Flexible Market Capitalization Investments: Regardless of size, the fund considers companies across all market capitalizations, from large-cap to small-cap. This flexibility allows for a broad spectrum of investment opportunities, enabling the fund to capitalize on the growth potential of smaller companies while still benefiting from the stability of established firms.
• Diversified Geographical Allocation: By committing to invest at least 40% of its assets in at least three countries outside of the United States, the fund ensures a diversified geographical portfolio. This strategy not only exposes investors to the potential of emerging markets but also distributes investment risks more evenly across different regions.