Morningstar

Catalyst/CIFC Senior Secured Income Fund Class C CFRCX

Morningstar Medalist Rating
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Medalist Rating as of See Catalyst Investment Hub
  • NAV / 1-Day Return$8.95  /  0.00
  • Fund Size$834.4M
  • Adjusted Expense Ratio1.940%
  • Net Expense Ratio1.900%
  • Fee Level: DistributionHigh
  • Share Class TypeLevel Load
  • Morningstar CategoryBank Loan
  • Fixed-Income Style Box (Funds)—
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield5.50%
  • Average Effective Duration—
NAV and 1-Day Return as of

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
Rated on Published on

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Portfolio Holdings CFRCX

More CFRCX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Lifepoint Health Inc. Floating Rate Due 05/14/2031

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Ukg Inc. Floating Rate Due 02/10/2031

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Allied Universal Holdco Llc Floating Rate Due 08/06/2032

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Bausch + Lomb Corporation Floating Rate Due 01/15/2031

0.927M
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Star Parent Inc. Floating Rate Due 09/19/2030

0.927M
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Tenneco LLC 8.5114%

0.907M
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