CWXIX Mutual Fund
CWXIX Mutual Fund
CWXIX Mutual Fund
Catalyst Systematic High Income Fund Class I
CWXIX Mutual Fund Overview
CWXIX Mutual Fund (Catalyst Systematic High Income Fund Class I) is managed by Catalyst Funds with $18.5M in net assets. CWXIX expense ratio is 2.06%, holding 14 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2013-08-30.
CWXIX performance shows a YTD return of 10.33%. The 1-year return is 11.02% and the 5-year return is 6.52%. CWXIX dividend yield stands at 3.42%, paid monthly.
CWXIX top holdings include Treasury Bill Jun 11, 2026 (36.2%), First Am Treas Obli-X (9.2%), Mattel Inc 5.875 12-15-2027 (5.8%), Gartner Inc 4.50% 07/01/28 (5.2%), Best Buy Co Inc 1.95 10/01/2030 (4.8%). Go to all CWXIX holdings, CWXIX sectors, or CWXIX dividends.
CWXIX can be compared against other funds. Use CWXIX overlap to find shared positions, or CWXIX vs another fund for a side-by-side view. CWXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.