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Catalyst Insider Income Fund Class I · NASDAQ
Price: $9.22 · Annual div: $0.43/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in IIXIX → $15.7K in 10 years · $58.17/month
The Catalyst Insider Income Fund Class I aims to generate ongoing income for its investors. It primarily achieves this by investing in short-term corporate bonds issued by U.S. companies. A key part of its strategy is to select bonds from businesses, including Real Estate Investment Trusts (REITs), where the executives are actively buying shares of their own company's common stock. While the fund has the flexibility to acquire corporate debt of any credit quality, effective maturity, or average modified duration, the advisor's intention is for the majority of the portfolio to consist of investment-grade corporate bonds. These are typically chosen to have an average effective maturity of under four years and an average duration of less than three and a half years. This fund is structured as non-diversified.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open IIXIX position with:
Real after-tax yield depends on where you live and how you hold IIXIX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 4.64% | 1.84% | $464 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 3.94% | 1.14% | $394 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 3.71% | 0.91% | $371 / yr |
| 🇬🇧 UK ISA | 0% | 4.64% | 1.84% | $464 / yr |
| 🇬🇧 UK Taxable | 8.75% | 4.23% | 1.43% | $423 / yr |
| 🇨🇦 TFSA | 0% | 4.64% | 1.84% | $464 / yr |
| 🇨🇦 CA Taxable | 25% | 3.48% | 0.68% | $348 / yr |
| 🇦🇺 Super (pension) | 15% | 3.94% | 1.14% | $394 / yr |
| 🇦🇺 AU Taxable | 30% | 3.25% | 0.45% | $325 / yr |
| 🇩🇪 DE Taxable | 26.375% | 3.42% | 0.62% | $342 / yr |
| 🇫🇷 FR Taxable | 30% | 3.25% | 0.45% | $325 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.43/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
IIXIX pays quarterly — 4 times per year. Next ex-div: TBD.
How IIXIX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for IIXIX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the IIXIX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Catalyst Insider Income Fund Class I (IIXIX) is currently trading at $9.22, 7% below its 52-week high. The current dividend yield is 4.64% based on an annual payout of $0.43 per share.
Catalyst Insider Income Fund Class I (IIXIX) is a financial services stock currently trading at $9.22 with a dividend yield of 4.64%. The company pays an annual dividend of $0.43 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only — not financial advice.
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