- What are the top holdings of CASAX?
- A machine-readable holdings disclosure for Catalyst/Aspect Enhanced Multi-Asset A (CASAX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does CASAX invest in?
- Catalyst/Aspect Enhanced Multi-Asset A (CASAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is CASAX most exposed to?
- CASAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is CASAX a US-only fund?
- The country allocation card on this page shows CASAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does CASAX invest in?
- The fund's primary aim is to achieve substantial long-term growth in investment value. Ordinarily, it commits a minimum of 80% of its total assets (a figure which incorporates any funds borrowed for investment purposes) to various types of equity instruments. These investments include common stocks, preferred stocks, and securities that are convertible into either common or preferred shares. The companies issuing these equities are based in the broad Asia and Pacific Basin region, which specifically includes nations like Australia, New Zealand, India, and other countries situated within this designated Pacific/Asia area.
