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Morningstar

Catalyst Insider Buying C INSCX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 15.41  /  0.72 %
  • Total Assets 14.0 Mil
  • Adj. Expense Ratio
    2.280%
  • Expense Ratio 2.280%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 214%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 PM GMT+0

Morningstar’s Analysis INSCX

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

People Pillar

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

Weakness in Catalyst Insider Buying C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings INSCX

More INSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 29
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 63.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hims & Hers Health Inc Ordinary Shares - Class A

23.25
3,367,268
Consumer Defensive

Apollo Global Management Inc Class A

4.79
693,594
Financial Services

Atkore Inc

4.77
691,594
Industrials

KLA Corp

4.69
679,028
Technology

Copart Inc

4.64
672,218
Industrials

Novo Nordisk A/S ADR

4.53
655,412
Healthcare

Danaher Corp

4.43
642,000
Healthcare

Arista Networks Inc

4.36
632,034
Technology

Tesla Inc

4.20
608,615
Consumer Cyclical

Alpha Metallurgical Resources Inc

4.05
586,765
Basic Materials