Catalyst Insider Income Fund Quote

IIXIX Fund  USD 9.18  -0.01  -0.11%   
The fund seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by companies, including real estate investment trusts , whose executives are purchasing shares of the companys common stock. It may invest in corporate bonds of any credit quality, effective maturity or average modified duration, but the advisor intends to hold a majority of the portfolio in investment grade corporate bonds with an average effective maturity of less than four years and an average duration of less than three and a half years. The fund is non-diversified. It is managed by Catalyst Mutual Funds in the Short-Term Bond category. Trading down 0.11% intraday.
Performance
Weak
 
Weak
 
Strong
Odds Of Distress
Low
 
High
 
Low
CATALYST INSIDER shares are quoted at $9.18, delivering a 0.11% decrease on the day after opening at $9.19. Based on structural risk metrics, CATALYST INSIDER reflects a 22% probability of financial distress over the next few years. On a risk-adjusted basis, CATALYST INSIDER has delivered negative risk-adjusted returns over the last 90 trading days, consistent with weak return metrics. The performance scores are derived for the period from December 21, 2025 through March 21, 2026. The scores are based on performance observations within the time window. Values are drawn from observed market activity across periods. Learn more.
 Total Asset
58.7 M
 Net Asset
64.7 M
 Asset Type
Mutual Fund
 Fund Category
Short-Term Bond

Mutual Fund Highlights

Catalyst Insider Income [IIXIX] is traded in USA. The fund is listed under the Short-Term Bond category and is part of the Catalyst Mutual Funds family. This fund currently has accumulated 64.67 M in assets under management (AUM) with a minimum initial investment of $2.5 K. Catalyst Insider Income is currently producing a year-to-date (YTD) return of 0.22%, while the total return for the last 3 years is 6.63%.
CATALYST INSIDER financial stability analysis

Instrument Allocation

Notable Updates

Fund ConcentrationCatalyst Mutual Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Catalyst Mutual Funds (View all Sectors)
Update Date31st of March 2026
Expense Ratio Date1st of November 2025
Fiscal Year EndJune

Top Holders

RHSCXRational Strategic AllocationMutual FundAllocation--30% to 50% Equity
RHSIXRational Strategic AllocationMutual FundAllocation--30% to 50% Equity
HBAFXRational Strategic AllocationMutual FundAllocation--30% to 50% Equity
More Details

Common Risk Profiles

Catalyst Insider Income Against Markets

Mutual Fund Analysis Notes

The fund retains about 8.13% of assets under management (AUM) in cash. Catalyst Insider Income's last dividend was $0.02 per share. Catalyst Insider Income (IIXIX) recorded $58.7 million in Total Assets and $64.7 million in Net Assets.

Investor Insights and Alerts

A concise alert layer for Catalyst Insider Income can improve discipline because it turns scattered risk signals into a more reviewable checklist. The point is not to replace judgment, but to make sure important operating, market, or valuation changes are not ignored.
The fund retains about 8.13% of its assets under management (AUM) in cash

Top Catalyst Insider Income Mutual Fund Constituents

Institutional Mutual Fund Holders for CATALYST INSIDER

Catalyst Insider Income holder mix shapes how liquidity and price discovery behave during market stress. Ownership mix should still be evaluated through filings, holder turnover, and governance disclosures. The business currently sits in the Short-Term Bond sector and the Large industry. The holder map for Catalyst Insider Income is most useful when paired with volume trends and short-interest data.
RHSCXRational Strategic AllocationMutual FundAllocation--30% to 50% Equity
RHSIXRational Strategic AllocationMutual FundAllocation--30% to 50% Equity
HBAFXRational Strategic AllocationMutual FundAllocation--30% to 50% Equity
More Details
Market-cap data should still be cross-checked with revenue, debt, and cash-flow quality. Institutional context for Catalyst Insider Income matters most alongside valuation and volatility. The current classification points to the Short-Term Bond category. Reading Catalyst Insider Income holder concentration alongside float turnover and volatility trends adds the most context.

Outstanding Bonds

Predictive Daily Indicators

Intraday indicators for Catalyst Insider Income suit investors who need a shorter decision cycle and tighter control over timing. The key question is whether the signal helps manage exposure in real time, not whether it predicts every tick.

Forecast Models

Quantitative tools for Catalyst Insider Income focus on observed patterns, which helps when markets move faster than research can update. The practical edge is not the forecast number itself, but knowing when the data is becoming less predictable.

Mutual Fund Overview, Methodology & Data Sources

Liquidity and pricing cadence can influence observed volatility and execution context. Lower trading activity may introduce occasional variability in execution conditions. The five-year return stands at 3.0%.

Methodology

Unless otherwise specified, data for Catalyst Insider Income is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Catalyst Insider Income market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Research Sources

Catalyst Insider Income may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors
Last reviewed on March 15th, 2026