Catalyst/MAP Global Equity Fund (CAXAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAXAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAXAX
CAXAX charges 1.21% annually. There are 192 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | CAXAX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | CAXAX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CAXAX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | CAXAX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CAXAX vs UCEQX |
Best Risk-Adjusted Alternatives to CAXAX
CAXAX has a PortfoliosLab risk / return rank of 52. There are 88 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | CAXAX vs LVAGX | |
| Polaris Global Value Fund | 92 | — | May 1998 | CAXAX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | CAXAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | CAXAX vs JGYIX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | CAXAX vs GMGEX |
Top Performing CAXAX Alternatives (YTD)
CAXAX is at 10.54% YTD. There are 122 mutual funds in the Global Equities category with higher YTD returns, going as high as 41.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 41.95% | — | Nov 2016 | CAXAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 29.71% | — | Jan 1987 | CAXAX vs OBEGX | |
| Ariel Global Fund | 24.96% | — | Dec 2011 | CAXAX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 24.04% | — | — | CAXAX vs YFSNX | |
| Fidelity Advisor Worldwide Fund Class Z | 23.79% | — | Oct 2018 | CAXAX vs FIQOX |
Lowest Volatility Alternatives to CAXAX
CAXAX has 10.17% 1-year volatility. There are 17 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | CAXAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.04% | 2.00B | Dec 2013 | CAXAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | CAXAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.55% | — | Sep 1990 | CAXAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.68% | — | Jan 2016 | CAXAX vs SGMAX |
Lowest Drawdown Alternatives to CAXAX
CAXAX has a 1-year max drawdown of -8.44%. There are 32 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | CAXAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | CAXAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | CAXAX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | CAXAX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | CAXAX vs SVTAX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 92 | 14.91% | — | Dec 1996 | CAXAX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | 0.83% | — | Jul 2014 | CAXAX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 39 | 15.66% | — | Dec 2013 | CAXAX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 91 | 14.76% | — | Dec 2015 | CAXAX vs MBXAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 22 | 3.86% | — | May 2008 | CAXAX vs TRIFX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 83 | 3.63% | — | May 2008 | CAXAX vs HIIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 60 | 0.49% | — | Dec 2012 | CAXAX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 12 | 16.86% | — | Jul 2011 | CAXAX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 9 | 25.74% | — | Dec 2014 | CAXAX vs MLXIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 58 | 6.41% | — | Jul 2011 | CAXAX vs TRXAX |
Often Compared With CAXAX
Investors most often compare CAXAX with SCHD, VOO, ACWI. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CAXAX with Any Fund or Stock
Compare CAXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAXAX with funds that move differently
Catalyst/MAP Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAXAX.
Explore CAXAX Diversifiers