INSAX Mutual Fund

NAV$26.94

Fund Essentials - as of Mar 31, 2026

Net Assets
$13M
Expense Ratio
1.53%
Dividend Yield (Current)
-
Holdings
66
Inception Date
Jul 29, 2011
Fund Family
Catalyst Funds
Investment Style
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Asset Class
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Legal Structure
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Dividend Frequency
Annually

Performance

YTD+16.92%
1 Year+20.96%
3 Year+23.53%
5 Year+3.30%
10 Year+7.87%

Asset Allocation

Stocks: 98.20%
Bonds: 2.62%
Cash: 0.62%

Top Holdings

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TickerNameWeight
TEVA:ILTeva Pharmaceutical Industries Limited (Adr)7.95%
FIXComfort Sys Usa Inc6.40%
TLNTalen Energy Corp Common Stock USD.0016.35%
KNSLKinsale Capital Group4.50%
PLMRPalomar Holdings Inc. Class A(plmr)4.35%
Top 10 Concentration: 47.52%Report Date: Mar 31, 2026
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Peer Comparison

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INSAX Mutual Fund Overview

INSAX Mutual Fund (Catalyst Insider Buying Fund Class A) is managed by Catalyst Funds with $13.1M in net assets. INSAX expense ratio is 1.53%, holding 66 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2011-07-29.

INSAX performance shows a YTD return of 16.92%. The 1-year return is 20.96% and the 5-year return is 3.30%.

INSAX top holdings include Teva Pharmaceutical Industries Limited (Adr) (8.0%), Comfort Sys Usa Inc (6.4%), Talen Energy Corp Common Stock USD.001 (6.3%), Kinsale Capital Group (4.5%), Palomar Holdings Inc. Class A(plmr) (4.3%). View all INSAX holdings, sector breakdown, or dividend history.

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