CWXIX Mutual Fund
CWXIX Mutual Fund
Catalyst Systematic High Income Fund Class I
CWXIX Mutual Fund Overview
CWXIX Mutual Fund (Catalyst Systematic High Income Fund Class I) is managed by Catalyst Funds with $18.0M in net assets. CWXIX expense ratio is 2.06%, holding 14 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2013-08-30.
CWXIX performance shows a YTD return of 7.09%. The 1-year return is 7.64% and the 5-year return is 5.63%. CWXIX dividend yield stands at 3.44%, paid monthly.
CWXIX top holdings include Us T Bill Zcp 06/11/26 (36.2%), First American Treasury Obligations Fund (9.2%), Mattel Inc 5.875 12-15-2027 (5.8%), Corp. Note (5.2%), Best Buy Co Inc 1.95% Oct 01, 2030 (4.8%). View all CWXIX holdings, sector breakdown, or dividend history.
CWXIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.