CGGIX : Catalyst Growth of Income Fund Class I

CGGIX is a Alternatives Market Real Estate with MODERATE fees.

CGGIX

Catalyst Growth of Income Fund Class I

FI Score

12 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

12% FI Score
  • cggix
  • Mutual Fund
  • Alternatives
  • Real Estate

Catalyst Growth of Income Fund Class I

Expenses: 1.11% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks income with capital appreciation as a secondary objective. The fund seeks to achieve its investment objective by primarily investing in publicly traded mortgage REITs. It may also invest in publicly traded equity and hybrid REITs. The fund may invest in the common and preferred stock of REITs and may invest in such securities without regard to the market capitalization of the REIT. The manager concentrates investments in the real estate industry, meaning that under normal circumstances, it invests over 25% of its assets in real estate and real-estate related securities. The fund is non-diversified.

Largest Holdings

Amount Holding
12.86% Annaly Capital Management Inc
9.72% AGNC Investment Corp
7.47% Starwood Property Trust Inc
6.08% New Residential Investment Corp
6.00% Blackstone Mortgage Trust Inc A
4.82% Chimera Investment Corp
4.32% Two Harbors Investment Corp
4.31% MFA Financial Inc
3.58% Apollo Commercial Real Estate Finance Inc
3.06% Invesco Mortgage Capital Inc

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