IIXIX Mutual Fund
IIXIX Mutual Fund
IIXIX Mutual Fund
Catalyst Insider Income Fund Class I
IIXIX Mutual Fund Overview
IIXIX Mutual Fund (Catalyst Insider Income Fund Class I) is managed by Catalyst Funds with $60.9M in net assets. IIXIX expense ratio is 0.76%, holding 24 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2014-07-29.
IIXIX performance shows a YTD return of 1.46%. The 1-year return is 2.85% and the 5-year return is 2.93%. IIXIX dividend yield stands at 4.73%, paid monthly.
IIXIX top holdings include Rithm Capital Corp 8% 01Apr2029 (7.5%), Pmt 8.5 06/01/29 Corp (6.1%), Ambac Assurance Corp (5.7%), Mattel Inc 5.875 12-15-2027 (5.0%), Owl Rock Capital Corp. 2.88 6/11/2028 (4.9%). Go to all IIXIX holdings, IIXIX sectors, or IIXIX dividends.
IIXIX can be compared against other funds. Use IIXIX overlap to find shared positions, or IIXIX vs another fund for a side-by-side view. IIXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.