CWXCX Mutual Fund

CWXCX Mutual Fund (Catalyst Systematic High Income Fund Class C) is managed by Catalyst Funds with $2.5M in net assets. CWXCX expense ratio is 3.06%, holding 13 positions across sectors including Consumer Discretionary, Financials, Information Technology. Inception date: 2013-08-30.

CWXCX performance shows a YTD return of 9.31%. The 1-year return is 9.70% and the 5-year return is 5.36%. CWXCX dividend yield stands at 4.07%, paid monthly.

CWXCX top holdings include Mattel Inc 5.875 12-15-2027 (4.8%), Best Buy Co Inc 1.95 10/01/2030 (4.7%), Lowes Companies Inc 1.7% Oct 15, 2030 (4.6%), Ares Capital Corporation 2.15% Jul 15, 2026 (4.6%), New Dick S 4.000% 2029 Notes 144A 4% Oct 01, 2029 (4.6%). Go to all CWXCX holdings, CWXCX sectors, or CWXCX dividends.

CWXCX can be compared against other funds. Use CWXCX overlap to find shared positions, or CWXCX vs another fund for a side-by-side view. CWXCX alternatives are available via the screener, along with tax-loss harvesting opportunities.