Core Insights - Catalyst Capital Advisors LLC's Catalyst/SMH High Income Fund (HIIIX) has been awarded the 2026 Lipper Fund Award for its outstanding risk-adjusted performance in the High Yield Funds Category, ranking first among 94 funds for the 3-year period and first among 84 funds for the 10-year period ending November 30, 2025 [1][9]. Group 1: Fund Performance - HIIIX received recognition for its 3-year and 10-year risk-adjusted performance, highlighting its effectiveness in the high yield bond market [1][9]. - The fund's performance is based on a rigorous evaluation process that considers risk-adjusted returns, which is a critical measure for investors [9]. Group 2: Investment Strategy - The fund employs a thorough, bottom-up investment research program, starting with a universe of over 2,000 high yield securities and constructing a concentrated portfolio of typically 20-60 securities [2]. - HIIIX aims for high current income with capital appreciation as a secondary objective, utilizing a disciplined approach grounded in fundamental credit research [3]. Group 3: Company Commitment - The recognition from Lipper reflects the strength of the Catalyst platform and its commitment to delivering differentiated income strategies through disciplined risk management [3]. - The company emphasizes its mission to provide thoughtfully constructed strategies designed to perform across various market cycles [3]. Group 4: Fund Offerings - Catalyst Funds offers a total of 19 distinct funds, each designed to produce positive income and equity-oriented returns while aiming to mitigate risk and volatility [4].
Catalyst/SMH High Income Fund Performance Recognized with 2026 LSEG Lipper Fund Award
Globenewswire·2026-03-12 14:00