CASAX Mutual Fund (Catalyst/Aspect Enhanced Multi-Asset Fund Class A) is managed by Catalyst Funds with $664,188.69 in net assets. CASAX expense ratio is 2.29%, holding 71 positions across sectors including Financials, Other. Inception date: 2023-12-28.

CASAX performance shows a YTD return of 7.68%. The 1-year return is 25.94%. CASAX dividend yield stands at 2.18%, paid annually.

CASAX top holdings include Ishares Core U.s. Aggregate (42.1%), First American Treasury Obligations Fund (31.0%), Frontier Communications Holdings Llc (0.4%), Sacramento Calif Area Flood Ctl Agy 5.0% 01-Oct-2036 (0.4%), Databricks Series Private Placement (0.3%). View all CASAX holdings, sector breakdown, or dividend history.

CASAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CASAX alternatives are available via the screener, along with tax-loss harvesting opportunities.