Catalystsmh Total Return Fund Quote

TRICX Fund  USD 4.97  0.04  0.81%   

Performance

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Odds Of Distress

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Catalystsmh Total is trading at 4.97 as of the 26th of October 2025; that is 0.81 percent increase since the beginning of the trading day. The fund's open price was 4.93. Catalystsmh Total has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of July 2025 and ending today, the 26th of October 2025. Click here to learn more.
The fund invests primarily in a broad range of income-producing securities. These include equity securities, such as dividend-paying common stocks and REITs and debt securities, such as interest-paying bonds and convertible bonds. It may also invest in preferred stock, master limited partnerships and bank notes. More on Catalystsmh Total Return

Moving together with Catalystsmh Mutual Fund

  0.92HIICX Catalystsmh High IncomePairCorr
  0.92HIIFX Catalystsmh High IncomePairCorr
  0.92HIIIX Catalystsmh High IncomePairCorr

Moving against Catalystsmh Mutual Fund

  0.59CWXCX Catalyst/warringtonPairCorr
  0.52MLXCX Catalyst Mlp InfrastPairCorr
  0.52MLXAX Catalyst Mlp InfrastPairCorr
  0.52MLXIX Catalyst Mlp InfrastPairCorr

Catalystsmh Mutual Fund Highlights

Fund ConcentrationCatalyst Mutual Funds, Large Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Catalyst Mutual Funds (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of November 2018
Fiscal Year EndJune
Catalystsmh Total Return [TRICX] is traded in USA and was established 26th of October 2025. Catalystsmh Total is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Catalyst Mutual Funds family. This fund at this time has accumulated 18.24 M in assets with minimum initial investment of 2.5 K. Catalystsmh Total Return is currently producing year-to-date (YTD) return of 4.01% with the current yeild of 0.05%, while the total return for the last 3 years was 9.11%.
Check Catalystsmh Total Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Catalystsmh Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Catalystsmh Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Catalystsmh Total Return Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Catalystsmh Total Return Mutual Fund Constituents

CODICompass Diversified HoldingsStockFinancials
OCSLOaktree Specialty LendingStockFinancials
PBIPitney BowesStockIndustrials
PNNTPennantPark InvestmentStockFinancials
PSECProspect CapitalStockFinancials
REMiShares Mortgage RealEtfReal Estate
KKRKKR Co LPStockFinancials
APOApollo Global ManagementStockFinancials
More Details

Catalystsmh Total Return Risk Profiles

Catalystsmh Total Against Markets

Other Information on Investing in Catalystsmh Mutual Fund

Catalystsmh Total financial ratios help investors to determine whether Catalystsmh Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalystsmh with respect to the benefits of owning Catalystsmh Total security.
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