CWXIX Mutual Fund

CWXIX Mutual Fund (Catalyst Systematic High Income Fund Class I) is managed by Catalyst Funds with $17.8M in net assets. CWXIX expense ratio is 2.06%, holding 13 positions across sectors including Consumer Discretionary, Financials, Information Technology. Inception date: 2013-08-30.

CWXIX performance shows a YTD return of 10.53%. The 1-year return is 11.10% and the 5-year return is 6.44%. CWXIX dividend yield stands at 3.59%, paid monthly.

CWXIX top holdings include Mattel Inc 5.875 12-15-2027 (4.8%), Best Buy Co Inc 1.95 10/01/2030 (4.7%), Lowes Companies Inc 1.7% Oct 15, 2030 (4.6%), Ares Capital Corporation 2.15% Jul 15, 2026 (4.6%), New Dick S 4.000% 2029 Notes 144A 4% Oct 01, 2029 (4.6%). Go to all CWXIX holdings, CWXIX sectors, or CWXIX dividends.

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