TRICX Mutual Fund (Catalyst/SMH Total Return Income Fund Class C) is managed by Catalyst Funds with $2.4M in net assets. TRICX expense ratio is 2.95%, holding 52 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2008-05-21.

TRICX performance shows a YTD return of 2.10%. The 1-year return is 11.22% and the 5-year return is 3.82%. TRICX dividend yield stands at 5.56%, paid monthly.

TRICX top holdings include Hertz Corp/The 12.63% 07/15/2029 (7.6%), First American Treasury Obligations Fund (7.1%), Capital Southwest Corp. (5.4%), Sm Investments Corporation (5.2%), Trinity Capital Inc (5.1%). View all TRICX holdings, sector breakdown, or dividend history.

TRICX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TRICX alternatives are available via the screener, along with tax-loss harvesting opportunities.