Morningstar

Catalyst Insider Buying Fund Class I INSIX

Morningstar Medalist Rating
Medalist Rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 31.79  /  +0.89 %
  • Total Assets 25.2M
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 171%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:22 AM GMT+0

Morningstar’s Analysis INSIX

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

  • People Pillar

    The People Pillar is our evaluation of the INSIX 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 INSIX’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 I 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings INSIX

More INSIX 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

Sponsor Center