Catalyst Insider Income Fund Manager Performance Evaluation
| IIXCX Fund | USD 9.29 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.0254, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst Insider's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst Insider is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Catalyst Insider Income are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Catalyst Insider is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 6 Global Balanced Funds That Make Sense for This Market - Barrons | 11/11/2025 |
2 | Rachel Reeves budget havoc triggered 3bn funds sell-off - The Times | 12/04/2025 |
| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 1.7600 |
Catalyst |
Catalyst Insider Relative Risk vs. Return Landscape
If you would invest 916.00 in Catalyst Insider Income on October 30, 2025 and sell it today you would earn a total of 13.00 from holding Catalyst Insider Income or generate 1.42% return on investment over 90 days. Catalyst Insider Income is currently producing 0.0235% returns and takes up 0.102% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Catalyst, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst Insider Current Valuation
Overvalued
Today
Please note that Catalyst Insider's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Catalyst Insider Income shows a prevailing Real Value of $8.53 per share. The current price of the fund is $9.29. We determine the value of Catalyst Insider Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Catalyst Insider is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst Mutual Fund. However, Catalyst Insider's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.29 | Real 8.53 | Hype 9.29 | Naive 9.27 |
The intrinsic value of Catalyst Insider's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Catalyst Insider's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Catalyst Insider Income helps investors to forecast how Catalyst mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Catalyst Insider more accurately as focusing exclusively on Catalyst Insider's fundamentals will not take into account other important factors: Catalyst Insider Target Price Odds to finish over Current Price
The tendency of Catalyst Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.29 | 90 days | 9.29 | about 8.44 |
Based on a normal probability distribution, the odds of Catalyst Insider to move above the current price in 90 days from now is about 8.44 (This Catalyst Insider Income probability density function shows the probability of Catalyst Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Catalyst Insider has a beta of 0.0254. This usually indicates as returns on the market go up, Catalyst Insider average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Catalyst Insider Income will be expected to be much smaller as well. Additionally Catalyst Insider Income has an alpha of 0.008, implying that it can generate a 0.007993 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Catalyst Insider Price Density |
| Price |
Predictive Modules for Catalyst Insider
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Catalyst Insider Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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.
Catalyst Insider Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Catalyst Insider is not an exception. The market had few large corrections towards the Catalyst Insider's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Catalyst Insider Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Catalyst Insider within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.59 |
Catalyst Insider Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Catalyst Insider for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Catalyst Insider Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
Catalyst Insider Fundamentals Growth
Catalyst Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst Insider, and Catalyst Insider fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Catalyst Mutual Fund performance.
| Total Asset | 2.57 M | ||||
About Catalyst Insider Performance
Evaluating Catalyst Insider's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst Insider has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Catalyst Insider has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by companies, including real estate investment trusts , whose executives are purchasing shares of the companys 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 duration of less than three and a half years. The fund is non-diversified.Things to note about Catalyst Insider Income performance evaluation
Checking the ongoing alerts about Catalyst Insider for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst Insider Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Catalyst Insider's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Catalyst Insider's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst Insider's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Catalyst Insider's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst Insider's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst Insider's mutual fund. These opinions can provide insight into Catalyst Insider's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |