CFRAX

Active

Catalyst/CIFC Senior Secured Income Fund

Category: US Bond (5,386 funds)

Expense Ratio
1.19%
Annual Cost per $10K
$119.00
30-Year Fee Drag per $10K
$21,697
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+6.93%

Asset Allocation

US Equity
5%
US Bond
84%
Intl Bond
5%
Cash
6%

Fee Comparison

CFRAX
1.19%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

57% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+32.17%3Y
Compare to

Fee Impact Calculator

$
%
CFRAX at 1.19%$272,127
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$108,486
Cost vs index fund−$105,297

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
CFRAXCatalyst/CIFC Senior Secured Income Fund1.19%
VBTSXVANGUARD TOTAL BOND MARKET INDEX FUND
ABNDXBond Fund of America1.04%
VTBIXVANGUARD TOTAL BOND MARKET II INDEX FUND0.09%
JCBPXJPMorgan Core Bond Fund1.33%
JCPPXJPMorgan Core Plus Bond Fund1.14%
VBSSXVANGUARD SHORT-TERM BOND INDEX FUND
PLFLXAristotle Floating Rate Income Fund1.05%
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
DOXIXDodge & Cox Income Fund0.33%
AIBAXIntermediate Bond Fund of America0.65%
FBKWXFidelity Total Bond Fund0.75%
VIBSXVANGUARD INTERMEDIATE-TERM BOND INDEX FUND
BAGSXBaird Aggregate Bond Fund0.55%
CCBFXCapital Group Central Corporate Bond Fund
BBCPXBridge Builder Core Plus Bond Fund0.16%
MWTNXTCW METWEST TOTAL RETURN BOND FUND0.57%
FBNDXFidelity Investment Grade Bond Fund0.75%
GIBRXGuggenheim Total Return Bond Fund0.49%
BKLNInvesco Senior Loan ETF0.65%
SRLNSPDR Blackstone Senior Loan ETF0.70%
NTBAXNavigator Tactical Fixed Income Fund1.32%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
HIGFXAmerican High Income Trust0.32%
DDCFXDoubleLine Core Fixed Income Fund0.50%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
JBFRXBond Fund0.46%
FBNDFidelity Total Bond ETF0.36%
UINCXVictory Income Fund0.84%
JAFLXJanus Henderson Flexible Bond Portfolio$1M min0.82%
TBIIXNuveen Bond Index Fund0.32%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
DDLDXDoubleLine Low Duration Bond Fund0.70%
AMUSXU.S. Government Securities Fund0.65%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
FSMTXFidelity SAI Total Bond Fund0.29%
TBBWXNuveen Core Bond Fund0.29%
IUSBiShares Core Universal USD Bond ETF0.06%
BBTBXBridge Builder Core Bond Fund0.12%
FFTSXShort-Term Bond Fund of America0.35%
THRLXThornburg Limited Term Income Fund0.42%
VWESXVANGUARD LONG-TERM INVESTMENT-GRADE FUND0.21%
JHYUXJPMorgan High Yield Fund0.50%
AFFMXAmerican Funds Mortgage Fund0.68%
BRMSXBramshill Income Performance Fund$1M min1.44%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
BICAXSterling Capital Total Return Bond Fund0.70%
VBLTXVANGUARD LONG-TERM BOND INDEX FUND
BIMSXBaird Intermediate Bond Fund0.55%
SCOAXSIIT CORE FIXED INCOME FUND0.37%
TSRSXThornburg Strategic Income Fund0.53%
SPABSPDR Portfolio Aggregate Bond ETF0.03%
FTKFXFidelity Total Bond K6 Fund0.30%
WACIXWestern Asset Core Plus Bond Fund0.79%
PARRXPIMCO Real Return Fund0.75%
JGCGXJPMorgan Income Fund0.39%
PCRRXPIMCO CommodityRealReturn Strategy Fund1.25%
LIGRXLoomis Sayles Investment Grade Bond Fund0.74%
CIBRXColumbia Total Return Bond Fund0.49%
JAGBXSelect Bond Trust0.60%
JCPBJPMorgan Core Plus Bond ETF0.38%
BFCAXAmerican Funds Corporate Bond Fund1.48%
FLIBXAmerican Funds Inflation Linked Bond Fund0.36%
FSILXFederated Hermes Short-Term Income Fund0.66%
ARBOXABSOLUTE CONVERTIBLE ARBITRAGE FUND1.73%
ILABXVOYA U.S. BOND INDEX PORTFOLIO0.76%
MBFAXAllspring Core Bond Fund0.65%
WACSXWestern Asset Core Bond Fund0.42%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
BONDPIMCO Active Bond Exchange-Traded Fund0.54%
JADFXJanus Henderson Flexible Bond Fund0.83%
GAKPXGoldman Sachs Core Fixed Income Fund1.46%
GFRAXGoldman Sachs High Yield Floating Rate Fund0.72%
XFFLXFranklin Floating Rate Master Series
MFGBXMFS Government Securities Fund0.77%
MWCPXTCW METWEST UNCONSTRAINED BOND FUND0.89%
DFFLXDoubleLine Flexible Income Fund0.70%
RPHYXRIVERPARK SHORT TERM HIGH YIELD FUND1.20%
SGYAXSIIT HIGH YIELD BOND FUND0.57%
PLIAXAristotle Core Income Fund0.85%
GAAAXGMO Opportunistic Income Fund0.58%
TBPPXNuveen Core Plus Bond Fund0.45%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
DHRAXDIAMOND HILL CORE BOND FUND0.76%
FFSAXTouchstone Strategic Trust-Touchstone Flexible Income Fund1.82%
RFRAXColumbia Floating Rate Fund1.01%
MCOAXNYLI MacKay Convertible Fund0.94%
TOTLSPDR DoubleLine Total Return Tactical ETF0.55%
FFRDXFranklin Floating Rate Daily Access Fund0.62%
ICMUXIntrepid Income Fund$1M min1.01%
DHEAXDIAMOND HILL SHORT DURATION SECURITIZED BOND0.82%
ANGLXAngel Oak Multi-Strategy Income Fund1.64%
FFNMXVIP Floating Rate High Income Portfolio0.98%
ACBPXDiversified Bond Fund0.01%
CBORXCalvert Bond Fund0.46%
OWCIXOld Westbury Credit Income Fund0.91%
SDICXGuggenheim Core Bond Fund0.53%
NEARiShares Short Duration Bond Active ETF0.25%
VVBVXVenerable Strategic Bond Fund0.80%
SLDBXSIIT LIMITED DURATION BOND FUND0.32%
UASBXVictory Short-Term Bond Fund0.47%

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