- What are the top holdings of IIXIX?
- A machine-readable holdings disclosure for Catalyst Insider Income Fund Class I (IIXIX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does IIXIX invest in?
- Catalyst Insider Income Fund Class I (IIXIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is IIXIX most exposed to?
- IIXIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is IIXIX a US-only fund?
- The country allocation card on this page shows IIXIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does IIXIX invest in?
- The Catalyst Insider Income Fund Class I aims to generate ongoing income for its investors. It primarily achieves this by investing in short-term corporate bonds issued by U.S. companies. A key part of its strategy is to select bonds from businesses, including Real Estate Investment Trusts (REITs), where the executives are actively buying shares of their own company's common stock. While the fund has the flexibility to acquire corporate debt of any credit quality, effective maturity, or average modified duration, the advisor's intention is for the majority of the portfolio to consist of investment-grade corporate bonds. These are typically chosen to have an average effective maturity of under four years and an average duration of less than three and a half years. This fund is structured as non-diversified.
