CASIX Mutual Fund

CASIX Mutual Fund (Catalyst/Aspect Enhanced Multi-Asset Fund Class I) is managed by Catalyst Funds with $34.9M in net assets. CASIX expense ratio is 2.04%, holding 71 positions across sectors including Financials. Inception date: 2023-12-28.

CASIX performance shows a YTD return of 9.28%. The 1-year return is 27.83%. CASIX dividend yield stands at 2.14%, paid annually.

CASIX top holdings include Ishares Core U.s. Aggregate (42.1%), First Am Treas Obli-X (31.0%), Owens Corning 4.3 07/15/2047 (0.4%), Bought Jpy/sold Usd (0.4%), Massachusetts Development Finance Agency 5 07/01/2034 (0.3%). Go to all CASIX holdings, CASIX sectors, or CASIX dividends.

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