INSCX Mutual Fund

INSCX Mutual Fund

NAV$27.51
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Fund Essentials - as of Mar 31, 2026

Net Assets
$501,657.54
Expense Ratio
2.28%
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+9.30%
1 Year+8.10%
3 Year+19.95%
5 Year+1.44%
10 Year+5.99%

Asset Allocation

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

Top Holdings

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TickerNameWeight
TEVA:ILTeva Pharmaceutical Industries Limited (Adr)7.95%
FIXComfort Sys Usa Inc6.40%
TLNTalen Energy Corp Common Stock USD.0016.35%
KNSLKinsale Capital Group Inc4.50%
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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INSCX Mutual Fund Overview

INSCX Mutual Fund (Catalyst Insider Buying Fund Class C) is managed by Catalyst Funds with $501,657.54 in net assets. INSCX expense ratio is 2.28%, holding 66 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-07-29.

INSCX performance shows a YTD return of 9.30%. The 1-year return is 8.10% and the 5-year return is 1.44%.

INSCX top holdings include Teva Pharmaceutical Industries Limited (Adr) (8.0%), Comfort Sys Usa Inc (6.4%), Talen Energy Corp Common Stock USD.001 (6.3%), Kinsale Capital Group Inc (4.5%), Palomar Pomerado Hosp Dist Ca (4.3%). Go to all INSCX holdings, INSCX sectors, or INSCX dividends.

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