Catalyst Insider Buying I (INSIX)
| Fund Assets | 17.80M |
| Expense Ratio | 1.28% |
| Min. Investment | $2,500 |
| Turnover | 183.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 27.00 |
| YTD Return | 23.61% |
| 1-Year Return | 25.78% |
| 5-Year Return | 30.48% |
| 52-Week Low | 18.46 |
| 52-Week High | 27.00 |
| Beta (5Y) | n/a |
| Holdings | 58 |
| 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.
Performance
INSIX had a total return of 25.78% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.38%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
47.10% of assets| Name | Symbol | Weight |
|---|---|---|
| United States Treasury Bills - B 10/30/25 | B.0 10.30.25 | 8.80% |
| Robinhood Markets, Inc. | HOOD | 7.65% |
| Groupon, Inc. | GRPN | 5.85% |
| Oddity Tech Ltd. | ODD | 5.14% |
| Stride, Inc. | LRN | 4.05% |
| LPL Financial Holdings Inc. | LPLA | 3.84% |
| Fortinet, Inc. | FTNT | 3.21% |
| Meta Platforms, Inc. | META | 3.00% |
| StoneX Group Inc. | SNEX | 2.82% |
| Comfort Systems USA, Inc. | FIX | 2.73% |