Catalyst Insider Buying Fund Class A (INSAX)
| Fund Assets | 18.70M |
| Expense Ratio | 1.53% |
| Min. Investment | $2,500 |
| Turnover | 76.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 25.91 |
| YTD Return | 10.86% |
| 1-Year Return | 9.18% |
| 5-Year Return | 0.41% |
| 52-Week Low | 19.07 |
| 52-Week High | 28.38 |
| Beta (5Y) | n/a |
| Holdings | 62 |
| Inception Date | Jul 29, 2011 |
About INSAX
Catalyst Insider Buying Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in large-cap U.S. companies. The fund distinguishes itself by targeting stocks of companies experiencing significant insider buying, meaning purchases made on the open market by senior executives or directors. This approach is grounded in the belief that corporate insiders, such as CEOs and CFOs, may have deeper insights into their company’s prospects, and their personal investment actions could signal confidence in future performance. The fund utilizes a proprietary quantitative model to identify and rank insider activity, followed by a qualitative review to ensure investment suitability. Alongside its core common stock holdings, the fund features an overlay component designed to provide exposure to additional quantitative investment strategies. Catalyst Insider Buying Fund Class A limits its investments to companies with market capitalizations typically above $10 billion, emphasizing both value and growth opportunities while maintaining sector diversification. Its unique strategy provides investors access to a curated portfolio influenced by insider trading data, playing a distinctive role among U.S. equity funds that seek to leverage market signals often inaccessible to the broader public.
Performance
INSAX had a total return of 9.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.57%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
49.52% of assets| Name | Symbol | Weight |
|---|---|---|
| Robinhood Markets, Inc. | HOOD | 10.67% |
| United States Treasury Bills - B 10/30/25 | B.0 10.30.25 | 8.12% |
| United States Treasury Bills - B 08/06/26 | B.0 08.06.26 | 4.50% |
| TransMedics Group, Inc. | TMDX | 4.21% |
| Uber Technologies, Inc. | UBER | 4.19% |
| Oddity Tech Ltd. | ODD | 3.87% |
| Comfort Systems USA, Inc. | FIX | 3.83% |
| Climb Global Solutions, Inc. | CLMB | 3.41% |
| GigaCloud Technology Inc. | GCT | 3.37% |
| Medpace Holdings, Inc. | MEDP | 3.34% |