Morningstar

Catalyst Insider Buying Fund Class C INSCX

Morningstar Medalist Rating
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Medalist Rating as of See Catalyst Investment Hub
  • NAV / 1-Day Return $27.80  /  −1.45 %
  • Fund Size $24.6M
  • Adjusted Expense Ratio 2.280%
  • Net Expense Ratio 2.280%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 171%
NAV and 1-Day Return as of

Morningstar’s Analysis INSCX

Will INSCX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catalyst Insider Buying 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 INSCX

More INSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Space Exploration Technologies Corp Class A

10.44 2M
Industrials

Micron Technology Inc

10.18 2M
Technology

Marathon Petroleum Corp

4.58 1M
Energy

Natera Inc

4.38 970,434
Healthcare

Comfort Systems USA Inc

4.34 961,246
Industrials

TransMedics Group Inc

3.91 867,777
Healthcare

Meta Platforms Inc Class A

3.89 861,834
Communication Services

Fortinet Inc

3.52 779,622
Technology

Amazon.com Inc

3.38 748,388
Consumer Cyclical

Eli Lilly and Co

3.30 731,652
Healthcare

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