Morningstar

Catalyst Insider Income Fund Class A IIXAX

Morningstar Medalist Rating
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Medalist Rating as of See Catalyst Investment Hub
  • NAV / 1-Day Return$9.05  /  0.00
  • Fund Size$67.5M
  • Adjusted Expense Ratio1.010%
  • Net Expense Ratio1.000%
  • Fee Level: DistributionHigh
  • Share Class TypeFront Load
  • Morningstar CategoryShort-Term Bond
  • Fixed-Income Style Box (Funds)—
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield4.52%
  • Average Effective Duration—
NAV and 1-Day Return as of

Morningstar’s Analysis IIXAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst Insider Income A 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 IIXAX

More IIXAX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rithm Capital Corp. 8%

7.675M
Corporate

Pennymac Corporation 8.5%

6.254M
Corporate

Ambac Assurance Corporation 0%

5.824M
Corporate

Mattel, Inc. 5.875%

5.103M
Corporate

Blue Owl Capital Corp. 2.875%

4.993M
Corporate

Gartner Inc. 4.5%

4.953M
Corporate

Main Street Capital Corp. 3%

4.883M
Cash and Equivalents

Ford Motor Company 9.625%

4.763M
Corporate

Redwood Trust Inc 7.75%

4.653M
Corporate

Applovin Corp. 5.125%

4.623M
Corporate

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