INSAX — Catalyst Insider Buying Fund
Data updated: 2026-05-28
INSAX — Catalyst Insider Buying Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $15.50M AUM · 1.53% expense ratio · 4.3% 1-yr return. From SEC regulatory filings.
INSAX Fund Overview
INSAX — Catalyst Insider Buying Fund is a US mutual fund managed by Mutual Fund Series Trust, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mutual Fund Series Trust
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $15.50M
- 1-year return: 4.3%
- Ticker: INSAX
- SEC CIK: 0001355064
- SEC series ID: S000033417
- Share class ID: C000102754
INSAX Holdings
Top 10 holdings of Catalyst Insider Buying Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Teva Pharmaceutical Industries Ltd. | 7.95% |
| Comfort Systems USA Inc. | 6.40% |
| Talen Energy Corporation | 6.35% |
| Kinsale Capital Group Inc | 4.50% |
| Palomar Holdings Inc | 4.35% |
| Fluor Corporation | 3.76% |
| Medpace Holdings Inc. | 3.69% |
| Spotify Technology S.A. | 3.63% |
| Arista Networks Inc | 3.46% |
| TransMedics Group Inc. | 3.43% |
INSAX Portfolio Allocation
Asset-class allocation of Catalyst Insider Buying Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 96.9% |
| Fixed Income | 2.6% |
| Cash & Equivalents | 0.6% |
INSAX Performance
Total returns for INSAX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -12.2% |
| 1 year | 4.3% |
| 3 years (annualised) | 14.0% |
| 5 years (annualised) | -0.3% |
INSAX Risk Information
Risk metrics for INSAX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 24.6%
INSAX Costs and Fees
INSAX costs about $153 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.53%
- Gross expense ratio: 2.46%
- Portfolio turnover: 76%
- Brokerage commissions: 17.88 bps of average net assets (SEC N-CEN)
INSAX Cashflows
Over the 12 months to 2026-03, Catalyst Insider Buying Fund had net inflows of $269.72K, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$476.77K |
| 2026-02 | −$292.99K |
| 2026-01 | −$154.02K |
| 2025-12 | −$61.30K |
| 2025-11 | $1.07M |
| 2025-10 | $469.94K |
INSAX Debt Constituents
Largest debt holdings of Catalyst Insider Buying Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| United States Treasury Bills | 2.59% |
INSAX Prospectus and SEC Filings
Official Catalyst Insider Buying Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.