Morningstar

Catalyst/CIFC Senior Secured Income Fund Class I CFRIX

Morningstar Medalist Rating
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Medalist Rating as of See Catalyst Investment Hub
  • NAV / 1-Day Return$8.99  /  0.00
  • Fund Size$834.4M
  • Adjusted Expense Ratio0.940%
  • Net Expense Ratio0.900%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryBank Loan
  • Fixed-Income Style Box (Funds)—
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield6.51%
  • Average Effective Duration—
NAV and 1-Day Return as of

Morningstar’s Analysis CFRIX

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

  • People Pillar

    The People Pillar is our evaluation of the CFRIX 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 CFRIX’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 I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CFRIX

More CFRIX 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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Tenneco LLC 8.5114%

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