Catalyst Insider Income Fund (IIXIX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IIXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IIXIX
IIXIX charges 0.75% annually. There are 100 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | IIXIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | IIXIX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | IIXIX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | IIXIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | IIXIX vs TNSHX |
Best Risk-Adjusted Alternatives to IIXIX
IIXIX has a PortfoliosLab risk / return rank of 83. There are 38 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | IIXIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | IIXIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | IIXIX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | IIXIX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | IIXIX vs DBLSX |
Top Performing IIXIX Alternatives (YTD)
IIXIX is at 1.05% YTD. There are 30 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | IIXIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | IIXIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.29% | — | Nov 2013 | IIXIX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | IIXIX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | IIXIX vs DHEIX |
Lowest Volatility Alternatives to IIXIX
IIXIX has 2.01% 1-year volatility. There are 63 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | IIXIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | IIXIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | IIXIX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | IIXIX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.17% | — | Nov 2013 | IIXIX vs DFAIX |
Lowest Drawdown Alternatives to IIXIX
IIXIX has a 1-year max drawdown of -1.08%. There are 29 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | IIXIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | IIXIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | IIXIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | IIXIX vs DHEAX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | IIXIX vs HOBEX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 92 | 14.91% | — | Dec 1996 | IIXIX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | 0.83% | — | Jul 2014 | IIXIX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 39 | 15.66% | — | Dec 2013 | IIXIX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 91 | 14.76% | — | Dec 2015 | IIXIX vs MBXAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 22 | 3.86% | — | May 2008 | IIXIX vs TRIFX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 83 | 3.63% | — | May 2008 | IIXIX vs HIIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 60 | 0.49% | — | Dec 2012 | IIXIX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 12 | 16.86% | — | Jul 2011 | IIXIX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 9 | 25.74% | — | Dec 2014 | IIXIX vs MLXIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 58 | 6.41% | — | Jul 2011 | IIXIX vs TRXAX |
Often Compared With IIXIX
Investors most often compare IIXIX with SNSAX, CPEAX, DLDFX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 87 | 1.66% | — | Nov 2003 | IIXIX vs SNSAX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 53 | 26.79% | — | Dec 2011 | IIXIX vs CPEAX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.72% | — | Mar 2017 | IIXIX vs DLDFX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 35 | 0.07% | — | Mar 1994 | IIXIX vs VBISX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 97 | 1.87% | — | Sep 2015 | IIXIX vs BATAX |
Compare IIXIX with Any Fund or Stock
Compare IIXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IIXIX with funds that move differently
Catalyst Insider Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IIXIX.
Explore IIXIX Diversifiers