Catalyst Insider Buying Fund Class I (INSIX)

Fund Assets	23.18M
Expense Ratio	1.28%
Min. Investment	$2,500
Turnover	171.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	32.02
YTD Return	26.97%
1-Year Return	18.93%
5-Year Return	33.99%
52-Week Low	21.09
52-Week High	32.15
Beta (5Y)	1.05
Holdings	76
Inception Date	Jun 6, 2014

About INSIX

Catalyst Insider Buying Fund Class I is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in large-capitalization U.S. companies experiencing significant insider buying activity. This fund leverages a proprietary, quantitative process to identify and rank companies where corporate insiders—such as CEOs, CFOs, and directors—are purchasing their own company’s stock on the open market. The investment rationale is based on the premise that these insiders possess superior knowledge of their firms' prospects, and their buy activity can signal confidence in future performance. A disciplined qualitative review supplements the quantitative screening process to refine stock selection. The portfolio typically has a concentrated allocation, with the top holdings representing a substantial portion of assets, and maintains a minimum market capitalization requirement, generally focusing on companies above $10 billion. By emphasizing companies with recent, notable insider purchases, the fund aims to capture potential market outperformance linked to insider confidence while applying strict sector and industry diversification limits. This approach positions the Catalyst Insider Buying Fund Class I as a unique large-cap core equity option within the U.S. mutual fund landscape, appealing to investors seeking exposure to insider-driven strategies within their equity allocations.

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

Performance

INSIX had a total return of 18.93% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.45%.

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
INSAX	Class A	1.53%
INSCX	Class C	2.28%

Top 10 Holdings

51.92% of assets

Name	Symbol	Weight
Space Exploration Technologies Corp.	SPCX	10.44%
Micron Technology, Inc.	MU	10.18%
Marathon Petroleum Corporation	MPC	4.58%
Natera, Inc.	NTRA	4.38%
Comfort Systems USA, Inc.	FIX	4.34%
TransMedics Group, Inc.	TMDX	3.91%
Meta Platforms, Inc.	META	3.89%
Fortinet, Inc.	FTNT	3.52%
Amazon.com, Inc.	AMZN	3.38%
Eli Lilly and Company	LLY	3.30%

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:

Sep 27, 2026

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