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Morningstar

Catalyst Insider Buying A INSAX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 20.13  /  −1.08 %
  • Total Assets 20.0 Mil
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.530%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 214%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis INSAX

Will INSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INSAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the INSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of INSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Catalyst Insider Buying A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings INSAX

More INSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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LPL Financial Holdings Inc

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Ensign Group Inc

4.75 683,359
Healthcare

Warrior Met Coal Inc

4.73 681,645
Basic Materials

Atkore Inc

4.73 680,800
Industrials

Arista Networks Inc

4.72 679,446
Technology

Alpha Metallurgical Resources Inc

4.71 677,840
Basic Materials

Mastercard Inc Class A

4.55 654,693
Financial Services

O'Reilly Automotive Inc

4.52 650,805
Consumer Cyclical

Novo Nordisk A/S ADR

4.35 625,872
Healthcare