INSIX Mutual Fund

INSIX Mutual Fund

NAV$30.31
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Fund Essentials - as of Jun 30, 2026

Net Assets
$9M
Expense Ratio
1.28%
Dividend Yield (Current)
-
Holdings
66
Inception Date
Jun 6, 2014
Fund Family
Catalyst Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.95%
1 Year+9.20%
3 Year+21.19%
5 Year+2.46%
10 Year+7.06%

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

INSIX Mutual Fund Overview

INSIX Mutual Fund (Catalyst Insider Buying Fund Class I) is managed by Catalyst Funds with $9.1M in net assets. INSIX expense ratio is 1.28%, holding 66 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-06-06.

INSIX performance shows a YTD return of 9.95%. The 1-year return is 9.20% and the 5-year return is 2.46%.

INSIX 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 INSIX holdings, INSIX sectors, or INSIX dividends.

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