INSIX – Catalyst Insider Buying I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by combining a portfolio of common stock (the “Common Stock Component”) with an overlay component that provides exposure to quantitative investment strategies (the “Overlay Component”). It may invest in companies of any market capitalization, including smaller-sized companies, but the adviser intends to emphasize larger capitalization stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
INSIX	Catalyst Insider Buying Fund Class I	Institutional	Open			Jun 6, 2014	$10.06M	1.280%	High	$2,500	$2.79M
INSAX	Catalyst Insider Buying Fund Class A	Front Load	Open			Jul 29, 2011	$14.60M	1.530%	High	$2,500	−$325,467.93
INSCX	Catalyst Insider Buying Fund Class C	Level Load	Open			Jul 29, 2011	$540,128.00	2.280%	High	$2,500	−$57,320.79

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