Morningstar

Catalyst/CIFC Senior Secured Income Fund Class C-1 CFRFX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
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Morningstar’s Analysis CFRFX

Will CFRFX 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 CFRFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFRFX 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 CFRFX’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-1 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.

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Portfolio Holdings CFRFX

More CFRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
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  • % Assets in Top 10 Holdings 11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

5.22 42M
Cash and Equivalents

Invesco Senior Loan ETF

2.27 18M
—

State Street® Blackstone Senior Loan ETF

1.87 15M
—

Broadstreet Partners Group Llc Floating Rate Due 06/16/2031

1.08 9M
Corporate

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

1.03 8M
Corporate

Ukg Inc. Floating Rate Due 02/10/2031

0.94 8M
Corporate

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

0.94 8M
Corporate

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

0.92 7M
Corporate

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

0.92 7M
Corporate

Tenneco LLC 8.5114%

0.90 7M
Corporate

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