IIXIX Mutual Fund

IIXIX Mutual Fund (Catalyst Insider Income Fund Class I) is managed by Catalyst Funds with $61.2M in net assets. IIXIX expense ratio is 0.76%, holding 27 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2014-07-29.

IIXIX performance shows a YTD return of 1.52%. The 1-year return is 3.59% and the 5-year return is 2.88%. IIXIX dividend yield stands at 4.25%, paid monthly.

IIXIX 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 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.