Catalyst/CIFC Senior Secured Income Fund Class A (CFRAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.52
-0.01 (-0.10%)
At close: Feb 13, 2026
Fund Assets773.61M
Expense Ratio1.17%
Min. Investment$2,500
Turnover117.00%
Dividend (ttm)0.60
Dividend Yield6.30%
Dividend Growth-21.64%
Payout FrequencyMonthly
Ex-Dividend DateJan 30, 2026
Previous Close9.53
YTD Return-1.00%
1-Year Return4.23%
5-Year Return27.75%
52-Week Low8.94
52-Week High9.64
Beta (5Y)0.11
Holdings276
Inception DateDec 31, 2012

About CFRAX

Catalyst/CIFC Senior Secured Income Fund Class A is an open‑end mutual fund focused on generating **current income** through a portfolio of corporate credit. The fund primarily invests in **senior secured floating‑rate bank loans**, also known as adjustable‑rate or floating‑rate loans, which pay interest that resets with changes in short‑term benchmark rates. These loans are typically secured by a lien on the borrower’s assets and occupy a **senior position in the capital structure**, giving them payment priority over subordinated debt, bonds, and equity. The strategy emphasizes **risk management** by targeting income-producing opportunities while seeking to limit interest rate sensitivity and manage default risk. Portfolio construction is driven by a research‑intensive credit underwriting process, with ongoing monitoring and re-underwriting of holdings. The fund distributes income on a **monthly** basis and is positioned within the bank loan category as a tool for investors seeking exposure to secured corporate credit and floating‑rate income within a diversified fixed income allocation.

Fund Family Catalyst Mutual Funds
Category Bank Loan
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CFRAX
Share Class Class A
Index Morningstar LSTA US Leveraged Loan 100 TR USD

Performance

CFRAX had a total return of 4.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.11%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
CFRIXClass I0.92%
CFRFXClass C-11.92%
CFRCXClass C1.92%

Dividend History

Ex-DividendAmountPay Date
Jan 30, 2026$0.044Feb 2, 2026
Dec 31, 2025$0.05279Jan 2, 2026
Nov 28, 2025$0.04533Dec 1, 2025
Oct 31, 2025$0.05115Nov 3, 2025
Sep 30, 2025$0.05459Oct 1, 2025
Aug 29, 2025$0.04911Sep 2, 2025
Full Dividend History