Fund Evaluator:
Catalyst Insider Buying C (INSCX)
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Best Performing in Mid-Cap Growth Over the Last Year
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Fund Details
Catalyst Insider Buying C Overview
Catalyst Insider Buying C (INSCX) is an actively managed U.S. Equity Mid-Cap Growth fund. Catalyst Mutual Funds launched the fund in 2011.
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by combining a portfolio of common stock (the “Common Stock Component”) with an overlay component that provides exposure to quantitative investment strategies (the “Overlay Component”). It may invest in companies of any market capitalization, including smaller-sized companies, but the adviser intends to emphasize larger capitalization stocks.
About Catalyst Insider Buying C (INSCX)
There are 2 members of the management team with an average tenure of 8.30 years: David Miller (2011), Charles Ashley (2024). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: S&P 500 (TR) (1970) index with a weighting of 100%. Catalyst Insider Buying C has 65 securities in its portfolio. The top 10 holdings constitute 47.5% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
Catalyst Insider Buying C is part of the Equity global asset class and is within the U.S. Equity fund group. Catalyst Insider Buying C has 15.3% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 84.0%. There is 15.3% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Catalyst Insider Buying C has 0.7% of the portfolio in cash.
Assets Under Management
The fund has $529 million in total assets, which is below the $686 million average for the Mid-Cap Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
INSCX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Catalyst Insider Buying C expense ratio is high compared to funds in the Mid-Cap Growth category. Catalyst Insider Buying C has an expense ratio of 2.28%, which is 109% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Catalyst Insider Buying C has a portfolio turnover rate of 76%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 76% for the Mid-Cap Growth category.
Recently, in the month of June 2026, Catalyst Insider Buying C returned 2.5%, which earned it a grade of D, as the Mid-Cap Growth category had an average return of 3.7%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
Catalyst Insider Buying C has a trailing yield of 0.00%, which is below the 0.03% category average. The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Catalyst Insider Buying C Grades
Year to date, the fund has returned 16.9%, 5.1 percentage points better than the category, which translates into a grade of B. The fund has returned 20.0% over the past year (grade of B), 22.6% over the past three years (grade of A) and 2.5% per year over the past five years (grade of D) and 7.1% per year over the past 10 years (grade of F).
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INSCX Trailing NAV Total Returns Data as of 6/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| INSCX Return (NAV) | 2.5% | 33.4% | 20.0% | 22.6% | 2.5% | 7.1% |
| INSCX Grade | D | A | B | A | D | F |
| +/- Category | -1.3% | 16.3% | 6.8% | 9.1% | -1.4% | -4.9% |
| Mid-Cap Growth Avg | 3.7% | 17.1% | 13.2% | 13.6% | 3.9% | 12.0% |
| INSCX Tax Cost Ratio | na | na | 0.0% | 0.0% | 0.0% | 0.0% |
INSCX Annual NAV Total ReturnsData as of 6/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| INSCX Return (NAV) | 16.9% | 14.6% | 22.9% | 30.5% | -33.2% | -18.3% | 13.5% | 23.0% | -3.6% | 16.2% | 3.1% |
| INSCX Grade | B | A | B | A | D | F | F | F | B | F | D |
| +/- Category | 5.1% | 8.7% | 5.7% | 9.8% | -5.2% | -30.7% | -26.8% | -11.0% | 1.0% | -9.1% | -2.2% |
| Mid-Cap Growth Avg | 11.8% | 5.9% | 17.2% | 20.7% | -28.0% | 12.4% | 40.3% | 34.0% | -4.6% | 25.3% | 5.3% |
| Risk Measures | |
| Standard Deviation: | 24.9% |
| Total Risk Index: | 2.05 - High |
| Category Risk Index: | 1.35 - High |
| Category Risk Grade: | F (98% Rank) |
| Beta: | 1.36 |
| R-Squared: | 51% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Mid-Cap Growth |
| Bond Investment Style: | na |
| Yield: | 0.0% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $22 Mil |
| Fund Total Assets: | $ 1 Mil |
| Share Class Type: | C |
| Portfolio Turnover: | 76% |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 14.9 years | |||
| Average Tenure: 8.3 years | |||
| Managers (Year): Miller David (2011), Ashley Charles (2024) | |||
Portfolio Composition (as of 3/31/26)
| # of Holdings: | 65 |
| % in Top 10 Holdings: | 47.5% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 15.3% |
Portfolio Allocation |
|
| Domestic Stock: | 84.0% |
| Foreign Stock: | 15.3% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.7% |
Purchase Information
| Fund Family: | Catalyst Mutual Funds |
| Phone Number: | 866-447-4228 |
| Website: | www.CatalystMutualFunds.com |
| Status: | Open |
| Inception Date: | July 29, 2011 |
| Min. Initial Purchase: | $2,500 |
| Min. Initial IRA Purchase: | $2,500 |
| True No-Load: | No |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 1.00% |
Expenses and Fees | |
| Expense Ratio (%): | 2.28% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.09% |
| Share Class: | Catalyst Insider Buying A |
| Min. Subsequent Purchase: | $ 50 |
| Min. Subsequent IRA Purchase: | $ 50 |
