Catalyst Insider Competition

INSCX Fund

USD 20.94 0.15 0.72%

Catalyst Insider Buying competes with Lord Abbett, Allianzgi Convertible, Fidelity Convertible, Virtus Convertible, and Columbia Convertible; as well as few others. The fund is listed under Large Growth category and is part of Catalyst Mutual Funds family. Analyzing Catalyst Insider competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Catalyst Insider to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Catalyst Insider Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Catalyst Insider competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Catalyst Insider's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
19.67	20.79	21.91

Details

Intrinsic

Valuation

Low	Real	High
19.43	20.55	21.67

Details

Catalyst Insider Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Catalyst Insider and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Catalyst and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Catalyst Insider Buying does not affect the price movement of the other competitor.

	LACCX	ANZCX	FACVX	VAADX	COCRX	AVK	MCFAX
LACCX		0.99	0.97	0.99	0.97	0.47	0.68	LACCX
ANZCX	0.99		0.98	1.0	0.99	0.42	0.71	ANZCX
FACVX	0.97	0.98		0.98	0.98	0.35	0.67	FACVX
VAADX	0.99	1.0	0.98		0.99	0.41	0.71	VAADX
COCRX	0.97	0.99	0.98	0.99		0.33	0.76	COCRX
AVK	0.47	0.42	0.35	0.41	0.33		0.18	AVK
MCFAX	0.68	0.71	0.67	0.71	0.76	0.18		MCFAX
	LACCX	ANZCX	FACVX	VAADX	COCRX	AVK	MCFAX

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Risk-Adjusted Indicators

There is a big difference between Catalyst Mutual Fund performing well and Catalyst Insider Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Catalyst Insider's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
LACCX	0.37	0.07	0.02	0.27	0.08	(0.43)	0.99	(0.66)	2.20
ANZCX	0.44	0.08	0.06	0.26	0.23	(0.52)	1.10	(0.86)	2.29
FACVX	0.45	0.17	0.11	2.75	0.00	(0.56)	1.10	(0.71)	2.69
VAADX	0.44	0.09	0.06	0.27	0.23	(0.53)	1.09	(0.84)	2.28
COCRX	0.37	0.06	(0.01)	0.23	0.20	(0.43)	0.89	(0.67)	1.81
AVK	0.63	0.01	(0.09)	0.14	0.83	(0.72)	1.43	(1.03)	5.25
MCFAX	0.25	(0.03)	(0.33)	0.02	0.26	(0.31)	0.62	(0.54)	1.54

Unable to evaluate fundamental data of [LACCX, ANZCX, FACVX, VAADX, COCRX, AVK, MCFAX] at this time. Please try again later

All Fundamental Data

Catalyst Insider Competitive Analysis

The better you understand Catalyst Insider competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Catalyst Insider's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Catalyst Insider's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	INSCX	LACCX	ANZCX	FACVX	VAADX	COCRX	AVK	MCFAX
	0.72 20.94 Catalyst	0.28 14.55 Lord	0.70 38.72 ALLIANZGI	0.56 37.44 Fidelity	0.05 37.10 Virtus	0.22 22.91 Columbia	0.50 12.06 Advent	0.54 13.11 Miller
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Solid	Solid	Solid	Solid	Solid	Modest	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Strong Buy	Hold	Strong Buy	Strong Buy	Cautious Hold	Hold
Net Asset	14.48 M	964.47 M	2.7 B	1.43 B	1.76 B	1.04 B	N/A	774.09 M
Minimum Initial Investment	N/A	N/A	2.5 K	N/A	N/A	N/A	N/A	2.5 K
Price To Book	2.89 X	1.59 X	N/A	2.44 X	N/A	1.49 X	0.74 X	N/A
Five Year Return	1.52 %	9.73 %	10.98 %	12.49 %	N/A	10.41 %	5.86 %	4.71 %
One Year Return	40.28 %	23.63 %	24.39 %	24.90 %	N/A	21.82 %	21.38 %	10.54 %
Last Dividend Paid	N/A	N/A	N/A	0.08	N/A	0.06	1.41	0.28
Price To Earning	14.91 X	14.95 X	N/A	7.63 X	N/A	1.79 X	10.66 X	N/A
Beta	N/A	N/A	N/A	N/A	N/A	N/A	1.28	N/A
Price To Sales	1.09 X	1.71 X	N/A	2.03 X	N/A	2.85 X	15.81 X	N/A
Cash Position Weight	1.24 %	N/A	1.59 %	1.92 %	4.74 %	0.20 %	N/A	5.18 %
Equity Positions Weight	98.76 %	5.31 %	4.47 %	17.98 %	2.43 %	7.46 %	N/A	N/A
Three Year Return	0.53 %	(2.81) %	(0.38) %	2.95 %	N/A	0.17 %	(1.71) %	0.10 %
Annual Yield	N/A	0.01 %	N/A	0.03 %	N/A	0.02 %	0.01 %	0.03 %
Year To Date Return	30.89 %	16.90 %	17.08 %	18.34 %	N/A	12.79 %	9.80 %	5.80 %
Bond Positions Weight	N/A	N/A	N/A	0.44 %	N/A	0.81 %	N/A	15.94 %
Ten Year Return	N/A	9.00 %	10.23 %	8.66 %	N/A	10.66 %	N/A	6.09 %
Day Typical Price	20.94	14.55	38.72	37.44	37.1	22.91	12.04	13.11
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	3047.97	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	0.4615	9.2 T
Period Momentum Indicator	0.15	0.04	0.27	(0.21)	(0.02)	(0.05)	0.06	0.07
Rate Of Daily Change	1.01	1.0	1.01	0.99	1.0	1.0	1.01	1.01
Day Median Price	20.94	14.55	38.72	37.44	37.1	22.91	12.04	13.11
Price Action Indicator	0.075	0.02	0.13	(0.11)	(0.01)	(0.03)	0.055	0.035
Coefficient Of Variation	1649.55	360.05	356.35	315.81	347.08	373.94	1813.4	1746.19
Mean Deviation	0.8601	0.3701	0.4422	0.4545	0.4416	0.3666	0.6337	0.2529
Jensen Alpha	(0.08)	0.0722	0.0809	0.1651	0.0854	0.0562	0.0054	(0.03)
Total Risk Alpha	(0.12)	0.0506	0.0613	0.0831	0.0654	0.0427	(0.10)	(0.04)
Sortino Ratio	(0.05)	0.0201	0.0566	0.1077	0.0642	(0.01)	(0.09)	(0.33)
Downside Variance	1.29	0.1904	0.2985	0.2504	0.2953	0.2539	0.8085	0.1109
Standard Deviation	1.12	0.4947	0.5685	0.5765	0.5676	0.4696	0.9113	0.3345
Kurtosis	1.05	0.8024	0.0797	0.2492	0.0647	(0.01)	3.37	0.7753
Potential Upside	1.59	0.9859	1.1	1.1	1.09	0.8857	1.43	0.6197
Treynor Ratio	0.049	0.2736	0.2587	2.75	0.2674	0.2308	0.1372	0.0247
Maximum Drawdown	6.16	2.2	2.29	2.69	2.28	1.81	5.25	1.54
Variance	1.26	0.2447	0.3232	0.3323	0.3222	0.2205	0.8305	0.1119
Market Risk Adjusted Performance	0.059	0.2836	0.2687	2.76	0.2774	0.2408	0.1472	0.0347
Risk Adjusted Performance	0.0495	0.2068	0.211	0.2387	0.2167	0.1981	0.0438	0.0309
Skewness	(0.02)	0.2149	(0.14)	(0.05)	(0.16)	(0.29)	(0.19)	0.2155
Semi Deviation	1.05	0.0813	0.228	0.0	0.2278	0.1995	0.8279	0.258
Information Ratio	(0.05)	0.0177	0.0544	0.0935	0.0615	(0.01)	(0.09)	(0.33)
Value At Risk	(1.75)	(0.66)	(0.86)	(0.71)	(0.84)	(0.67)	(1.03)	(0.54)
Expected Short fall	(0.88)	(0.43)	(0.52)	(0.56)	(0.53)	(0.43)	(0.72)	(0.31)
Downside Deviation	1.14	0.4363	0.5463	0.5004	0.5434	0.5039	0.8992	0.333
Semi Variance	1.1	0.0066	0.052	(0.01)	0.0519	0.0398	0.6855	0.0666

Catalyst Insider Competition Performance Charts

Five steps to successful analysis of Catalyst Insider Competition

Catalyst Insider's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Catalyst Insider Buying in relation to its competition. Catalyst Insider's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Catalyst Insider in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Catalyst Insider's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Catalyst Insider Buying, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Catalyst Insider position

In addition to having Catalyst Insider in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Catalyst Mutual Fund

Catalyst Insider financial ratios help investors to determine whether Catalyst Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalyst with respect to the benefits of owning Catalyst Insider security.

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