IIXIX : Catalyst Insider Income Fund Class I

IIXIX is a Bond Market High Yield Bond with MODERATE fees.

IIXIX

Catalyst Insider Income Fund Class I

FI Score

29 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

29% FI Score
  • iixix
  • Mutual Fund
  • Bond
  • High Yield Bond

Catalyst Insider Income Fund Class I

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income. The fund seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by corporations whose executives are purchasing shares of the company's common stock. It may invest in corporate bonds of any credit quality, effective maturity or average modified duration, but the advisor intends to hold a majority of the portfolio in investment grade corporate bonds with an average effective maturity of less than four years and an average modified duration of less than three and a half years. The fund is non-diversified.

Largest Holdings

Amount Holding
12.89% Carvana Co 8.88%
9.85% Verisign, Inc. 4.62%
5.96% Diversified Healthcare Trust 6.75%
5.38% Steel Dynamics, Inc. 5.25%
5.18% Equinix, Inc. 5.88%
4.98% Oppenheimer Holdings Inc. 6.75%
4.15% Broadcom Corporation/Broadcom Cayman Finance Ltd 3.88%
3.98% Sabra Health Care Ltd Partnership / Sabra Capital Corp 5.12%
3.93% Centene Corporation 4.25%
3.28% Central Garden & Pet Company 6.12%
2.90% Wesco Distribution, Inc. 5.38%
2.86% Universal Health Services, Inc. 4.75%
2.83% TransDigm, Inc. 6.5%
2.75% Arbor Realty Trust, Inc. 4.75%
2.29% Ezcorp Inc 2.38%
2.14% CA, Inc. 4.5%
1.99% Avnet, Inc. 4.62%
1.88% Icahn Enterprises, L.P. / Icahn Enterprises Finance Corporation 6.38%
1.80% MasterCard Incorporated 3.65%
1.69% Zillow Group Inc 1.5%
0.97% Marathon Petroleum Company 3.62%
0.68% Dolphin Subsidiary II, Inc. 7.25%
0.62% Apple Inc. 2.4%
0.36% Broadcom Corporation/Broadcom Cayman Finance Ltd 3.12%
0.30% Twitter Inc 1%

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