Catalyst Insider Buying Fund Class C (INSCX)
| Fund Assets | 18.70M |
| Expense Ratio | 2.28% |
| 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 | 22.95 |
| YTD Return | 16.79% |
| 1-Year Return | 14.98% |
| 5-Year Return | 2.59% |
| 52-Week Low | 16.85 |
| 52-Week High | 24.99 |
| Beta (5Y) | 1.24 |
| Holdings | 62 |
| Inception Date | Jul 29, 2011 |
About INSCX
Catalyst Insider Buying Fund Class C is an open-end mutual fund that aims for long-term capital appreciation by investing primarily in large-capitalization U.S. companies. Its distinctive strategy focuses on identifying firms with significant insider buying—where corporate executives, directors, or other insiders purchase their own company’s stock on the open market. The investment thesis is that these insiders possess deep, first-hand knowledge about their company’s prospects, and their buying activity may signal confidence in future performance. The fund uses a proprietary, quantitative model to rank stocks based on insider activity and adds a qualitative review to ensure robust selection. The portfolio typically combines a core allocation to common stocks with an overlay component designed to provide exposure to additional quantitative investment strategies. While it emphasizes large, well-known U.S. names with market capitalizations above $10 billion, it maintains diversification across various sectors and incorporates both growth and value companies. This fund is managed by Catalyst Capital Advisors LLC and benchmarks its performance against the S&P 500 Total Return Index, reflecting its role as a specialized equity fund within the U.S. equity market.
Performance
INSCX had a total return of 14.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.96%.
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% |