Nasdaq - Delayed Quote USD

Catalyst Insider Income A (IIXAX)

9.04 -0.01 (-0.11%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 9.05
  • YTD Return 2.39%
  • Expense Ratio 0.76%
  • Category Short-Term Bond
  • Last Cap Gain -18.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 55.92M
  • Beta (5Y Monthly) 0.39
  • Yield 4.68%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.10
  • Inception Date Jul 29, 2014

The fund seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by companies, including real estate investment trusts ("REITs"), 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 duration of less than three and a half years. The fund is non-diversified.

Catalyst Mutual Funds

Fund Family

Short-Term Bond

Fund Category

55.92M

Net Assets

2014-07-29

Inception Date

Performance Overview: IIXAX

Trailing returns as of 4/25/2024. Category is Short-Term Bond.

YTD Return

IIXAX
2.39%
Category
0.44%
 

1-Year Return

IIXAX
9.35%
Category
2.65%
 

3-Year Return

IIXAX
1.22%
Category
3.38%
 

5-Year Return

IIXAX
2.72%
Category
2.40%
 

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