CFRIX – Catalyst/CIFC Senior Secured Income I Investment Strategy | Morningstar

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Strategy

The investment seeks current income. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in U.S. dollar denominated floating rate secured loans and other floating rate debt instruments, including: floating rate bonds; floating rate notes; floating rate debentures; tranches of floating rate asset-backed securities, including structured notes, made to, or issued by, U.S. and non-U.S. corporations or other business entities; and other investment companies (including exchange traded funds) that invest primarily in floating rate assets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CFRIX	Catalyst/CIFC Senior Secured Income Fund Class I	Institutional	Open			Dec 31, 2012	$666.86M	0.940%	High	$2,500	$76.99M
CFRAX	Catalyst/CIFC Senior Secured Income Fund Class A	Front Load	Open			Dec 31, 2012	$50.18M	1.190%	High	$2,500	$4.81M
CFRCX	Catalyst/CIFC Senior Secured Income Fund Class C	Level Load	Open			Dec 31, 2012	$83.57M	1.940%	High	$2,500	$8.65M
CFRFX	Catalyst/CIFC Senior Secured Income Fund Class C-1	Level Load	Open			Nov 1, 2022	$2.98M	1.940%	High	$2,500	$732,812.19

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