INSIX Mutual Fund

INSIX Mutual Fund

NAV$30.55
See what you own twice
Check INSIX against your other funds. Free for up to 5.
Check my overlap

Fund Essentials - as of Mar 31, 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+21.17%
5 Year+2.46%
10 Year+7.06%

Asset Allocation

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

Top Holdings

View All →
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
Download all 66 holdings for INSIX
CSV export with sector, industry & share changes
Get CSV

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
FundXLS Pro
See how INSIX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime
From MarketXLS, trusted since 2014.

INSIX Mutual Fund Overview

INSIX Mutual Fund (Catalyst Insider Buying Fund Class I) is managed by Catalyst Funds with $9.0M in net assets. INSIX expense ratio is 1.28%, holding 66 positions across sectors including Financials, Information Technology, 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 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 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.