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IIXAX Catalyst Insider Income A

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Fund IIXAX Catalyst Insider Income A CMFIX CM Advisors Fixed Income  
100% 91%
Annual Fees
(1.01% Exp. Ratio)
(0.81% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$13,594.26 $14,442.84
Est. savings over 30 yrs +$848.58
As of 12/31/16
1 YR RETURN 6.15%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.93%
3 YR 2.33%
5 YR 1.90%
10 YR 4.63%
The investment seeks high current income with low interest rate sensitivity. The fund seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by corporations whose executives are purchasing shares of the company's common stock. It may invest in corporate bonds of any credit quality, effective maturity or average modified duration, but the advisor intends to hold a majority of the portfolio in investment grade corporate bonds with an average effective maturity of less than four years and an average modified duration of less than three and a half years. The fund is non-diversified.
The investment seeks to preserve capital and maximize total return. The fund invests primarily in U.S. dollar denominated fixed income securities that the Advisor believes are undervalued. It may invest in all types of fixed income securities but will typically invest in fixed income securities such as corporate bonds, U.S. government securities and mortgage-backed securities. At least 80% of its net assets (including the amount of any borrowings for investment purposes) will be invested in fixed income investments, which include fixed income securities and shares of other RICs that invest primarily in fixed income securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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