CWXAX Mutual Fund

CWXAX Mutual Fund (Catalyst Systematic High Income Fund Class A) is managed by Catalyst Funds with $10.4M in net assets. CWXAX expense ratio is 2.31%, holding 14 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2013-08-30.

CWXAX performance shows a YTD return of 10.32%. The 1-year return is 10.83% and the 5-year return is 6.25%. CWXAX dividend yield stands at 3.10%, paid monthly.

CWXAX 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 CWXAX holdings, CWXAX sectors, or CWXAX dividends.

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