Weakness in Catalyst Insider Buying A's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 13.89 / 0.57 %
- Total Assets 14.9 Mil
-
Adj. Expense Ratio
1.530%
- Expense Ratio 1.530%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 66%
Morningstar’s Analysis INSAX
Will INSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Dec 31, 2022
- Equity Holdings 29
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 62.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector