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Catalyst/map Global Balanced Fund Class A (TRXAX)
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27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.01M
Catalyst/MAP Global Balanced Fund Class A
11.580
-0.020
-0.17%
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TRXAX Overview
On this page you'll find an in-depth profile of Catalyst/map Global Balanced Fund Class A. Learn about the key management, total assets, investment strategy and contact information of TRXAX among other information.
Investment Strategy
The investment seeks total return, which consists of current income and capital appreciation. The fund invests primarily in a broad range of domestic and international, including emerging markets, fixed income and equity securities. It invests at least 25% of its assets in fixed income securities and at least 25% of its assets in equity securities. Fixed income securities include interest-paying bonds and convertible bonds. Equity securities include common stock, preferred stock and options on those securities.
Contact Information
Address
630-A Fitzwatertown Road, 2nd Floor
Willow Grove,PA 19090
United States
Willow Grove,PA 19090
United States
Phone
1-866-447-4228
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Zachary S Fellows | Portfolio Manager/Senior Research Analyst | 2024 | Now |
| Biography | Zachary joined MAP in 2015. As Assistant Portfolio Manager/Senior Research Analyst, he is responsible for researching and analyzing companies, sectors and economic trends. Before joining Managed Asset Portfolios, Zack worked in the retail and automotive industries. He earned a Bachelor’s degree in Finance from Wayne State University where he graduated with Summa Cum Laude honors. He is a Chartered Financial Analyst (CFA), member of the CFA Society of Detroit and Registered Investment Advisor Representative. | ||
| Karen Michele Culver | Senior Portfolio Manager | 2012 | Now |
| Biography | Prior to joining MAP in 2001, Ms. Culver worked for a New York Stock Exchange member firm for ten years, of which nine were spent in the Research Department. In her most recent position at the firm, Ms. Culver assisted in the security analysis of the consumer brands and entertainment industries. Since joining MAP, as a generalist, Ms. Caudill has expanded her universe to include the health care, retail, and utility sectors, among others. In addition, Ms. Caudill assists in the interpretation and projection of the general market and economic conditions that influence the broader indices. Moreover, Ms. Caudill utilizes this data in the analysis of the companies in her universe. Furthermore, Ms. Caudill, by focusing on potential growth drivers and cash flows, examines the financial conditions of specific companies. Karen holds a BS degree in Finance from Wayne State University. She is a Registered Investment Advisor Representative. | ||
| Michael S. Dzialo | President and Chief Investment Officer | 2011 | Now |
| Biography | Before founding Managed Asset Portfolios (MAP) Michael Dzialo was a Senior Vice President and the Director of Research for OLDE Discount Corporation (OLDE). For five years, Mr. Dzialo also served on OLDE's management committee and Board of Directors. Prior to his nine years as Research Director, he was a securities analyst for five years, covering numerous industries. Under Mr. Dzialo's direction, analysts at OLDE were annually named to the Wall Street Journal's prestigious All Star Analyst Team (1995-1999). OLDE was Purchased by H&R Block in 1999. Following the purchase, Mr. Dzialo Served as a Senior Vice President and the Head of Asset Management for H&R Block Financial Advisors. Michael holds a BS degree in Finance from Wayne State University where he has also completed Graduate Work. He is a Registered Investment Advisor Representative. | ||
| Peter J. Swan | Portfolio Manager/Sr. Research Analyst Intl Equities | 2011 | Now |
| Biography | Before joining MAP, Mr. Swan was an Equity Analyst with Pacific Growth Equities. Prior to his tenure with Pacific Growth Equities, Mr. Swan spent six years at OLDE Discount Corporation as an Equity Research Analyst. At OLDE, he followed stocks primarily in the restaurant, leisure and consumer brand industries. While at OLDE, Mr. Swan was recognized as an ""All Star Analyst"" for stock picking (in gaming) by the Wall Street Journal in their 1997 survey. Mr. Swan began his securities industry career with First Midwest Securities in 1992. Peter holds a BS degree in Business Administration with a Concentration in Finance and a BS degree in Agriculture from the University of Arkansas. He is a Registered Investment Advisor Representative. | ||
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