HIICX

Active

Catalyst/SMH High Income Fund

Category: US Bond (5,386 funds)

Expense Ratio
1.49%
Annual Cost per $10K
$149.00
30-Year Fee Drag per $10K
$26,141
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+16.13%

Asset Allocation

US Equity
11%
US Bond
70%
Intl Bond
17%
Cash
2%

Fee Comparison

HIICX
1.49%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

96% more expensive than category average

Historical Returns

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

+44.65%3Y
Compare to

Fee Impact Calculator

$
%
HIICX at 1.49%$249,907
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$130,706
Cost vs index fund−$127,517

Similar Funds (100)

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

TickerNameER
HIICXCatalyst/SMH High Income Fund1.49%
PIINXPIMCO Income Fund1.08%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
PTRAXPIMCO Total Return Fund0.76%
JMTNXJanus Henderson Multi-Sector Income Fund0.88%
FIWGXStrategic Advisers Fidelity Core Income Fund0.16%
JDYRXPGIM High Yield Fund0.74%
DTBRXPGIM Total Return Bond Fund0.75%
LBNOXLORD ABBETT BOND DEBENTURE FUND INC0.62%
MWTNXTCW METWEST TOTAL RETURN BOND FUND0.57%
ABNDXBond Fund of America1.04%
LDLVXLord Abbett Short Duration Income Fund0.32%
PHYAXPIMCO High Yield Fund0.85%
GIOSXGuggenheim Macro Opportunities Fund0.93%
PTOAXPIMCO StocksPLUS Absolute Return Fund1.35%
BCOSXBaird Core Plus Bond Fund0.55%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
GIBRXGuggenheim Total Return Bond Fund0.49%
TAIBXPGIM Core Bond Fund0.96%
APDFXArtisan High Income Fund0.80%
HIGFXAmerican High Income Trust0.32%
PTCIXPIMCO Long-Term Credit Bond Fund$1M min1.51%
FBKWXFidelity Total Bond Fund0.75%
BBCPXBridge Builder Core Plus Bond Fund0.16%
FGQMXFidelity High Income Fund1.85%
AFRFXInvesco Floating Rate ESG Fund0.72%
STYAXAllspring Core Plus Bond Fund0.67%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
BSBSXBaird Short-Term Bond Fund0.55%
PGBAXDiversified Income Fund1.06%
EIBRXEaton Vance Income Fund of Boston0.66%
CCVCXCalamos Convertible Fund0.88%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
PSPAXPIMCO StocksPLUS Fund1.10%
ACPSXInvesco Core Plus Bond Fund0.79%
WAPSXWestern Asset Core Plus Bond Fund0.42%
GSOPXGoldman Sachs Dynamic Bond Fund0.77%
OWCIXOld Westbury Credit Income Fund0.91%
VAADXVirtus Convertible Fund0.62%
JAHYXJanus Henderson High-Yield Fund0.94%
RNDLXRiverNorth/DoubleLine Strategic Income Fund1.77%
GGKPXGoldman Sachs Income Builder Fund0.48%
TSFBXAmerican Funds Strategic Bond Fund0.75%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
GGMPXGoldman Sachs High Yield Fund0.98%
QHI2QVIP High Income Portfolio0.91%
LSYAXLord Abbett Short Duration High Yield Fund1.05%
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund0.36%
LCFVXLord Abbett Convertible Fund0.82%
MRBBXMFS Total Return Bond Fund0.60%
JCPPXJPMorgan Core Plus Bond Fund1.14%
PLSTXAristotle Strategic Income Fund0.94%
VPVTRDVPIMCO Total Return Portfolio0.79%
NRSIXNeuberger Berman Strategic Income Fund0.51%
JSDUXJPMorgan Short Duration Bond Fund0.28%
IHIFXMacquarie High Income Fund1.13%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
FSHGXFidelity SAI High Income Fund0.71%
NCIDXColumbia Convertible Securities Fund0.79%
NERNXLoomis Sayles Core Plus Bond Fund0.39%
FCSKXFranklin Convertible Securities Fund0.51%
VCOBXVANGUARD CORE BOND FUND0.10%
ESFHXEaton Vance Floating-Rate & High Income Fund0.75%
VRPInvesco Variable Rate Preferred ETF0.50%
MHIKXMFS High Income Fund0.52%
LSBNXLoomis Sayles Bond Fund0.60%
MAFRXVictory Pioneer Multi-Asset Ultrashort Income Fund0.58%
PFIFXSAM Flexible Income Portfolio1.80%
PSFAXPIMCO Short-Term Fund0.73%
VUBFXVANGUARD ULTRA-SHORT-TERM BOND FUND0.20%
CCBFXCapital Group Central Corporate Bond Fund
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
TSRSXThornburg Strategic Income Fund0.53%
OAFIXOptimum Fixed Income Fund1.79%
NTBAXNavigator Tactical Fixed Income Fund1.32%
PSTQXPGIM Short-Term Corporate Bond Fund0.38%
BUBSXBaird Ultra Short Bond Fund0.40%
JHYUXJPMorgan High Yield Fund0.50%
AHIYXInvesco High Yield Fund1.01%
BGHAXBrandywineGLOBAL - HIGH YIELD FUND0.89%
LFROXLord Abbett Floating Rate Fund0.54%
USIGiShares Broad USD Investment Grade Corporate Bond ETF0.04%
SPSBSPDR Portfolio Short Term Corporate Bond ETF0.04%
TSBBXNuveen Core Impact Bond Fund0.51%
FHYLXFederated Hermes Opportunistic High Yield Bond Fund0.72%
SSTHXAllspring Short-Term High Income Fund0.82%
GDIAXGoldman Sachs Short Duration Bond Fund1.11%
JAFLXJanus Henderson Flexible Bond Portfolio$1M min0.82%
FZOLXFidelity SAI Low Duration Bond Fund0.20%
MCOAXNYLI MacKay Convertible Fund0.94%
PFRIXPGIM Floating Rate Income Fund0.80%
PIPAXPIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)1.57%
BIMSXBaird Intermediate Bond Fund0.55%
LUBOXLord Abbett Ultra Short Bond Fund0.24%
WAPIXWestern Asset Core Bond Fund0.80%
JNKSPDR(R) Bloomberg High Yield Bond ETF0.40%
MCSRXMFS Commodity Strategy Fund0.82%
LAUVXLord Abbett Income Fund0.45%
CCHIXHigh Yield Fund0.51%
LHYOXLord Abbett High Yield Fund0.63%

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