INSAX Mutual Fund

INSAX Mutual Fund

NAV$29.52
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Fund Essentials - as of Jun 30, 2026

Net Assets
$14M
Expense Ratio
1.53%
Dividend Yield (Current)
-
Holdings
66
Inception Date
Jul 29, 2011
Fund Family
Catalyst Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.78%
1 Year+8.93%
3 Year+20.88%
5 Year+2.21%
10 Year+6.79%

Asset Allocation

Stocks: 96.74%
Bonds: 1.83%
Cash: 1.33%
Other: 0.10%
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Top Holdings

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TickerNameWeight
SPCXSpace Exploration Technologies10.44%
MUMicron Technology, Inc.10.18%
MPCMarathon Petroleum Corp4.58%
NTRANatera Inc4.38%
FIXComfort Systems USA Inc.4.34%
Top 10 Concentration: 51.92%Report Date: Jun 30, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

INSAX Mutual Fund Overview

INSAX Mutual Fund (Catalyst Insider Buying Fund Class A) is managed by Catalyst Funds with $13.6M in net assets. INSAX expense ratio is 1.53%, holding 66 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2011-07-29.

INSAX performance shows a YTD return of 9.78%. The 1-year return is 8.93% and the 5-year return is 2.21%.

INSAX top holdings include Space Exploration Technologies (10.4%), Micron Technology, Inc. (10.2%), Marathon Petroleum Corp (4.6%), Natera Inc (4.4%), Comfort Systems USA Inc. (4.3%). Go to all INSAX holdings, INSAX sectors, or INSAX dividends.

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