Catalyst Insider Buying Fund Class A (INSAX)

Fund Assets	20.71M
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	29.44
YTD Return	21.96%
1-Year Return	17.95%
5-Year Return	25.38%
52-Week Low	20.48
52-Week High	29.89
Beta (5Y)	1.05
Holdings	66
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.

• Fund Family: Catalyst Mutual Funds
• Category: Mid-Cap Growth
• Performance Rating: Below Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: INSAX
• Share Class: Class A
• Index: S&P 500 TR

Performance

INSAX had a total return of 17.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.97%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FCAKX	Fidelity	Fidelity Capital Appreciation K	0.58%
FDCAX	Fidelity	Fidelity Capital Appreciation Fund	0.66%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
INSIX	Class I	1.28%
INSCX	Class C	2.28%

Top 10 Holdings

47.52% of assets

Name	Symbol	Weight
Teva Pharmaceutical Industries Limited	TEVA	7.95%
Comfort Systems USA, Inc.	FIX	6.40%
Talen Energy Corporation	TLN	6.35%
Kinsale Capital Group, Inc.	KNSL	4.50%
Palomar Holdings, Inc.	PLMR	4.35%
Fluor Corporation	FLR	3.76%
Medpace Holdings, Inc.	MEDP	3.69%
Spotify Technology S.A.	SPOT	3.63%
Arista Networks, Inc.	ANET	3.46%
TransMedics Group, Inc.	TMDX	3.43%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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