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 Equity Allocation Fund | 0.01% | — | Nov 1996 | CAXAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | CAXAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CAXAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CAXAX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | CAXAX vs VTWAX |
Best Risk-Adjusted Alternatives to CAXAX
CAXAX has a PortfoliosLab risk / return rank of 58. There are 84 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 | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | CAXAX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | CAXAX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | CAXAX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | CAXAX vs FMIEX |
Top Performing CAXAX Alternatives (YTD)
CAXAX is at 10.39% YTD. There are 125 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | CAXAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | CAXAX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | CAXAX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | CAXAX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | CAXAX vs PGVFX |
Lowest Volatility Alternatives to CAXAX
CAXAX has 10.35% 1-year volatility. There are 18 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... | 7.03% | 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 | 7.53% | — | Sep 1990 | CAXAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | CAXAX vs SGMAX |
Lowest Drawdown Alternatives to CAXAX
CAXAX has a 1-year max drawdown of -8.44%. There are 31 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | CAXAX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | CAXAX vs CSUAX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 89 | 13.65% | — | Dec 1996 | CAXAX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | -0.10% | — | Jul 2014 | CAXAX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 23 | 10.99% | — | Dec 2013 | CAXAX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 88 | 13.48% | — | Dec 2015 | CAXAX vs MBXAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 78 | 3.78% | — | May 2008 | CAXAX vs HIIFX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 18 | 4.61% | — | May 2008 | CAXAX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 62 | 1.17% | — | Dec 2012 | CAXAX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 12 | 14.75% | — | Jul 2011 | CAXAX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 16 | 33.51% | — | Dec 2014 | CAXAX vs MLXIX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 34 | 19.76% | — | Dec 2011 | CAXAX vs CPEAX |
Often Compared With CAXAX
Investors most often compare CAXAX with SCHD, ACWI, VOO. 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