IIXAX Mutual Fund

IIXAX Mutual Fund (Catalyst Insider Income Fund Class A) is managed by Catalyst Funds with $3.8M in net assets. IIXAX expense ratio is 1.01%, holding 27 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2014-07-29.

IIXAX performance shows a YTD return of 1.37%. The 1-year return is 3.22% and the 5-year return is 2.81%. IIXAX dividend yield stands at 4.05%, paid monthly.

IIXAX top holdings include Rithm Capital Corp 8% 01Apr2029 (7.5%), Pmt 8.5 06/01/29 Corp (6.1%), Ambac Assurance Corp (5.7%), Mattel Inc 5.875 12-15-2027 (5.0%), Owl Rock Capital Corp 2.875000% 06/11/2028 Callable 04/11/2028 At 100.0000 (4.9%). Go to all IIXAX holdings, IIXAX sectors, or IIXAX dividends.

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