CASIX Mutual Fund
CASIX Mutual Fund
CASIX Mutual Fund
Catalyst/Aspect Enhanced Multi-Asset Fund Class I
CASIX Mutual Fund Overview
CASIX Mutual Fund (Catalyst/Aspect Enhanced Multi-Asset Fund Class I) is managed by Catalyst Funds with $36.9M in net assets. CASIX expense ratio is 2.04%, holding 1553 positions across sectors including Financials. Inception date: 2023-12-28.
CASIX performance shows a YTD return of 17.10%. The 1-year return is 24.99%. CASIX dividend yield stands at 2.00%, paid annually.
CASIX top holdings include Ishares Core U.s. Aggregate (41.5%), First Am Treas Obli-X (31.2%), S&P500 Emini Fut Sep26 (0.4%), Currency Contract - USD (0.2%), Currency Contract - USD (0.1%). Go to all CASIX holdings, CASIX sectors, or CASIX dividends.
CASIX can be compared against other funds. Use CASIX overlap to find shared positions, or CASIX vs another fund for a side-by-side view. CASIX alternatives are available via the screener, along with tax-loss harvesting opportunities.