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Catalyst Insider Income A (IIXAX)

9.20
0.00
(0.00%)
At close: 8:01:13 PM EDT

Fund Summary

The fund seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by companies, including real estate investment trusts ("REITs"), whose executives are purchasing shares of the company's common stock. It may invest in corporate bonds of any credit quality, effective maturity or average modified duration, but the advisor intends to hold a majority of the portfolio in investment grade corporate bonds with an average effective maturity of less than four years and an average duration of less than three and a half years. The fund is non-diversified.

Catalyst Insider Income A

Omaha, NE 68130
17605 Wright Street, Suite 2

Fund Overview

Category Short-Term Bond
Fund Family Catalyst Mutual Funds
Net Assets 53.27M
YTD Return 1.59%
Yield 4.46%
Morningstar Rating
Inception Date Jul 29, 2014

Fund Operations

Last Dividend 0.10
Last Cap Gain -16.00
Holdings Turnover 17.00%
Average for Category --

Fees & Expenses

Expense IIXAX Category Average
Annual Report Expense Ratio (net) 1.00% 0.68%
Prospectus Net Expense Ratio 1.00% --
Prospectus Gross Expense Ratio 1.39% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 2.59%
Max Deferred Sales Load -- 1.12%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Charles Ashley, Portfolio Manager of Rational Advisors, Inc since 2019. Mr. Ashley joined Rational in February 2016 as a senior analyst to provide investment research and assist with the day-to-day management of several mutual funds. He has also served as a portfolio manager at Catalyst since 2017, and joined Catalyst as a senior analyst in February 2016. From 2013 to 2016, he was the Executive Vice President of Absocold Corporation, a privately held white goods manufacturer. From 2006 to 2013, he served in various sales and management roles with Absocold Corporation. His previous experience also includes equity sales and equity research at BMO Capital Markets in 2012. Mr. Ashley has an MBA from the University of Michigan Ross School of Business and a B. A. from the Michigan State University Eli Broad College of Business.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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