Morningstar

Catalyst/CIFC Senior Secured Income Fund Class C CFRCX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 8.99  /  0.00
  • Total Assets 784.6M
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.900%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 5.68%
  • Effective Duration —

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:47 AM GMT+0

Morningstar’s Analysis CFRCX

Will CFRCX outperform in the 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 CFRCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFRCX 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 CFRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst/CIFC Senior Secured Income C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CFRCX

More CFRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Invesco Senior Loan ETF

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—

State Street® Blackstone Senior Loan ETF

2.00 15M
—

Star Parent Inc. Floating Rate Due 09/19/2030

1.27 10M
Corporate

Broadstreet Partners Inc. Floating Rate Due 05/12/2031

1.25 9M
Corporate

Ai Aqua Merger Sub Inc. Floating Rate Due 07/31/2028

1.18 9M
Corporate

Ima Financial Group Inc. Floating Rate Due 11/01/2028

1.15 9M
Corporate

Lifepoint Health Inc. Floating Rate Due 05/14/2031

1.15 9M
Corporate

Westjet Loyalty L.P. Floating Rate Due 02/14/2031

1.12 8M
Corporate

Aretec Group Inc. Floating Rate Due 08/09/2030

1.12 8M
Corporate

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