TRCFX Mutual Fund
TRCFX Mutual Fund
Popular Total Return Fund Class C
TRCFX Mutual Fund Overview
TRCFX Mutual Fund (Popular Total Return Fund Class C) is managed by Popular Asset Management with $1.1M in net assets. TRCFX expense ratio is 2.57%, holding 44 positions across sectors including Financials, Other. Inception date: 2004-10-25.
TRCFX performance shows a YTD return of 5.59%. The 1-year return is 12.45% and the 5-year return is 3.70%.
TRCFX top holdings include Vanguard Index Funds S&p 500 Etf Shs (34.6%), Vanguard Ftse Developed Markets ETF (14.8%), Vanguard Ftse Emerging Markets ETF (5.0%), B 4/23/26 Govt (4.9%), Us Treasury N/B (2.6%). View all TRCFX holdings, sector breakdown, or dividend history.
TRCFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TRCFX alternatives are available via the screener, along with tax-loss harvesting opportunities.