CASIX Mutual Fund (Catalyst/Aspect Enhanced Multi-Asset Fund Class I) is managed by Catalyst Funds with $33.8M in net assets. CASIX expense ratio is 2.04%, holding 71 positions across sectors including Financials, Other. Inception date: 2023-12-28.

CASIX performance shows a YTD return of 7.73%. The 1-year return is 26.30%. CASIX dividend yield stands at 2.17%, paid annually.

CASIX top holdings include Ishares Core U.s. Aggregate (42.1%), First Am Treas Obli-X (31.0%), Bought Jpy/sold Usd (0.4%), Irsimm (0.4%), Nissan Motor Acceptance Corp. 2.45% 9/15/2028 (0.3%). View all CASIX holdings, sector breakdown, or dividend history.

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