INSAX Mutual Fund

INSAX Mutual Fund

NAV$28.84
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Fund Essentials - as of Mar 31, 2026

Net Assets
$13M
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+16.92%
1 Year+20.96%
3 Year+23.53%
5 Year+3.30%
10 Year+7.87%

Asset Allocation

Stocks: 98.20%
Bonds: 2.62%
Cash: 0.62%

Top Holdings

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TickerNameWeight
TEVA:TLTeva Pharmaceutical Industries Ltd. (ADR)7.95%
FIXComfort Sys Usa Inc6.40%
TLNETalen Energy Corp.6.35%
KNSLKinsale Capital4.50%
PLMRPalomar Pomerado Hosp Dist Ca4.35%
Top 10 Concentration: 47.52%Report Date: Mar 31, 2026
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Peer Comparison

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

INSAX Mutual Fund (Catalyst Insider Buying Fund Class A) is managed by Catalyst Funds with $12.6M in net assets. INSAX expense ratio is 1.53%, holding 66 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-07-29.

INSAX performance shows a YTD return of 16.92%. The 1-year return is 20.96% and the 5-year return is 3.30%.

INSAX top holdings include Teva Pharmaceutical Industries Ltd. (ADR) (8.0%), Comfort Sys Usa Inc (6.4%), Talen Energy Corp. (6.3%), Kinsale Capital (4.5%), Palomar Pomerado Hosp Dist Ca (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.