Catalyst Insider Buying 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.
Catalyst Insider Buying Fund Class A INSAX
- NAV / 1-Day Return 26.86 / −4.58 %
- Total Assets 21.2M
-
Adj. Expense Ratio
1.530%
- Expense Ratio 1.540%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 76%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:37 AM GMT+0
Morningstar’s Analysis INSAX
Will INSAX 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 INSAX 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 INSAX’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 47.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Teva Pharmaceutical Industries Ltd ADR | 7.95 | 1M | Healthcare |
Comfort Systems USA Inc | 6.40 | 992,873 | Industrials |
Talen Energy Corp Ordinary Shares New | 6.35 | 984,825 | Utilities |
Kinsale Capital Group Inc | 4.50 | 696,986 | Financial Services |
Palomar Holdings Inc | 4.35 | 675,175 | Financial Services |
Fluor Corp | 3.76 | 583,125 | Industrials |
Medpace Holdings Inc | 3.69 | 571,426 | Healthcare |
Spotify Technology SA | 3.63 | 562,496 | Communication Services |
Arista Networks Inc | 3.46 | 536,549 | Technology |
TransMedics Group Inc | 3.43 | 532,341 | Healthcare |
United States