INSAX Mutual Fund

INSAX Mutual Fund

NAV$29.24
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Fund Essentials - as of Mar 31, 2026

Net Assets
$14M
Expense Ratio
1.53%
Dividend Yield (Current)
-
Holdings
66
Inception Date
Jul 29, 2011
Fund Family
Catalyst Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.78%
1 Year+8.93%
3 Year+20.86%
5 Year+2.20%
10 Year+6.78%

Asset Allocation

Stocks: 98.20%
Bonds: 2.62%
Cash: 0.62%
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Top Holdings

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TickerNameWeight
TEVA:ILTeva Pharmaceutical Industries Limited (Adr)7.95%
FIXComfort Sys Usa Inc6.40%
TLNTalen Energy Corp Common Stock USD.0016.35%
KNSLKinsale Capital Group Inc4.50%
PLMRPalomar Pomerado Hosp Dist Ca4.35%
Top 10 Concentration: 47.52%Report Date: Mar 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

INSAX Mutual Fund Overview

INSAX Mutual Fund (Catalyst Insider Buying Fund Class A) is managed by Catalyst Funds with $13.6M in net assets. INSAX expense ratio is 1.53%, holding 66 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-07-29.

INSAX performance shows a YTD return of 9.78%. The 1-year return is 8.93% and the 5-year return is 2.20%.

INSAX top holdings include Teva Pharmaceutical Industries Limited (Adr) (8.0%), Comfort Sys Usa Inc (6.4%), Talen Energy Corp Common Stock USD.001 (6.3%), Kinsale Capital Group Inc (4.5%), Palomar Pomerado Hosp Dist Ca (4.3%). Go to all INSAX holdings, INSAX sectors, or INSAX dividends.

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