CASAX Mutual Fund

CASAX Mutual Fund (Catalyst/Aspect Enhanced Multi-Asset Fund Class A) is managed by Catalyst Funds with $677,271.8 in net assets. CASAX expense ratio is 2.29%, holding 71 positions across sectors including Financials. Inception date: 2023-12-28.

CASAX performance shows a YTD return of 9.23%. The 1-year return is 27.62%. CASAX dividend yield stands at 2.15%, paid annually.

CASAX top holdings include Ishares Core U.s. Aggregate (42.1%), First Am Treas Obli-X (31.0%), Ny Harb Ulsd Fut May26 (0.4%), Sacramento Calif Area Flood Ctl Agy 5.0% 01-Oct-2036 (0.4%), Databricks Series Private Placement (0.3%). Go to all CASAX holdings, CASAX sectors, or CASAX dividends.

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