Morningstar

Catalyst Insider Income Fund Class C IIXCX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 9.11  /  +0.11 %
  • Total Assets 67.4M
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.750%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.72%
  • Effective Duration —

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:22 AM GMT+0

Morningstar’s Analysis IIXCX

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

  • People Pillar

    The People Pillar is our evaluation of the IIXCX 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 IIXCX’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 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
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Portfolio Holdings IIXCX

More IIXCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rithm Capital Corp. 8%

7.67 5M
Corporate

Pennymac Corporation 8.5%

6.25 4M
Corporate

Ambac Assurance Corporation 0%

5.82 4M
Corporate

Mattel, Inc. 5.875%

5.10 3M
Corporate

Blue Owl Capital Corp. 2.875%

4.99 3M
Corporate

Gartner Inc. 4.5%

4.95 3M
Corporate

Main Street Capital Corp. 3%

4.88 3M
Cash and Equivalents

Ford Motor Company 9.625%

4.76 3M
Corporate

Redwood Trust Inc 7.75%

4.65 3M
Corporate

Applovin Corp. 5.125%

4.62 3M
Corporate

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