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.
Catalyst Insider Income Fund Class C IIXCX
- NAV / 1-Day Return 9.22 / 0.00
- Total Assets 67.3M
-
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 3.68%
- Effective Duration —
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:43 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Rithm Capital Corp. 8% | 7.44 | 5M | Corporate |
HCA Inc. 5.25% | 6.06 | 4M | Cash and Equivalents |
Ambac Assurance Corporation 0% | 5.78 | 4M | Corporate |
Main Street Capital Corp. 3% | 4.81 | 3M | Corporate |
Pennymac Corporation 8.5% | 4.75 | 3M | Corporate |
Ford Motor Company 9.625% | 4.74 | 3M | Corporate |
Gartner Inc. 4.5% | 4.47 | 3M | Corporate |
TransDigm, Inc. 6.75% | 4.45 | 3M | Corporate |
Dick's Sporting Goods, Inc. 4% | 4.42 | 3M | Corporate |
Sunoco LP 4.5% | 4.39 | 3M | Corporate |
United States