IIXIX Mutual Fund
IIXIX Mutual Fund
Catalyst Insider Income Fund Class I
IIXIX Mutual Fund Overview
IIXIX Mutual Fund (Catalyst Insider Income Fund Class I) is managed by Catalyst Funds with $61.5M in net assets. IIXIX expense ratio is 0.76%, holding 27 positions across sectors including Financials, Other, Information Technology. Inception date: 2014-07-29.
IIXIX performance shows a YTD return of 1.44%. The 1-year return is 3.93% and the 5-year return is 2.95%. IIXIX dividend yield stands at 4.24%, paid monthly.
IIXIX top holdings include Rithm Capital Corp 8% 01Apr2029 (7.4%), Hca Inc Sr Secured 06/26 5.25 (6.1%), Ambac Assurance Corp (5.8%), Main Street Capita 3% 07/14/26 (4.8%), Pmt 8.5 06/01/29 Corp (4.8%). View all IIXIX holdings, sector breakdown, or dividend history.
IIXIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IIXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.