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Catalyst Insider Income I IIXIX

Quantitative rating as of
  • NAV / 1-Day Return 8.91  /  0.24 %
  • Total Assets 71.1 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.28%
  • Effective Duration

Morningstar’s Analysis IIXIX

Will IIXIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Catalyst Insider Income I earns a Morningstar Quantitative Rating of Negative on the basis of subpar People and Parent Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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