CASCX Mutual Fund

CASCX Mutual Fund (Catalyst/Aspect Enhanced Multi-Asset Fund Class C) is managed by Catalyst Funds with $1,167.81 in net assets. CASCX expense ratio is 3.04%, holding 71 positions across sectors including Financials. Inception date: 2023-12-28.

CASCX performance shows a YTD return of 8.75%. The 1-year return is 26.59%. CASCX dividend yield stands at 2.08%, paid annually.

CASCX top holdings include Ishares Core U.s. Aggregate (42.1%), First American Treasury Obligations Fund (31.0%), Jpn 10Y Bond(Ose) Jun26 (0.4%), Ny Harb Ulsd Fut May26 (0.4%), Brent Crude Futr Jun26 (0.3%). Go to all CASCX holdings, CASCX sectors, or CASCX dividends.

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