Catalyst Insider Income C (IIXCX)
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Catalyst Insider Income C
Omaha, NE 68130
17605 Wright Street, Suite 2
Mutual Fund Series Trust(Catalyst)
Management information
,Lead manager since 31 October 2017
Charles Ashley, Portfolio Manager of Rational Advisors, Inc since 2019. Mr. Ashley joined Rational in February 2016 as a senior analyst to provide investment research and assist with the day-to-day management of several mutual funds. He has also served as a portfolio manager at Catalyst since 2017, and joined Catalyst as a senior analyst in February 2016. From 2013 to 2016, he was the Executive Vice President of Absocold Corporation, a privately held white goods manufacturer. From 2006 to 2013, he served in various sales and management roles with Absocold Corporation. His previous experience also includes equity sales and equity research at BMO Capital Markets in 2012. Mr. Ashley has an MBA from the University of Michigan Ross School of Business and a B. A. from the Michigan State University Eli Broad College of Business.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryShort-Term Bond
Fund familyCatalyst Mutual Funds
Net assets55.87M
YTD return2.21%
Yield4.02%
Morningstar rating★★★
Inception date28 July 2014
Fund operations
Last dividend0.12
Last cap gain-18.00
Holdings turnover43.00%
Average for categoryN/A
Fees and expenses
ExpenseIIXCXCategory average
Annual report expense ratio (net)1.01%0.68%
Prospectus net expense ratio1.01%N/A
Prospectus gross expense ratio1.39%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A2.59%
Max deferred sales loadN/A1.12%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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