IIXAX Mutual Fund

IIXAX Mutual Fund (Catalyst Insider Income Fund Class A) is managed by Catalyst Funds with $3.8M in net assets. IIXAX expense ratio is 1.01%, holding 27 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2014-07-29.

IIXAX performance shows a YTD return of 1.37%. The 1-year return is 3.22% and the 5-year return is 2.65%. IIXAX dividend yield stands at 4.02%, paid monthly.

IIXAX top holdings include Rithm Capital Corp 8% 01Apr2029 (7.4%), Hca, Inc. (6.1%), Ambac Assurance Corp (5.8%), Main Street Capita 3% 07/14/26 (4.8%), Pmt 8.5 06/01/29 Corp (4.8%). Go to all IIXAX holdings, IIXAX sectors, or IIXAX dividends.

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