TRICX Mutual Fund
TRICX Mutual Fund
TRICX Mutual Fund
Catalyst/SMH Total Return Income Fund Class C
TRICX Mutual Fund Overview
TRICX Mutual Fund (Catalyst/SMH Total Return Income Fund Class C) is managed by Catalyst Funds with $2.5M in net assets. TRICX expense ratio is 2.95%, holding 52 positions across sectors including Financials, Consumer Discretionary, Real Estate. Inception date: 2008-05-21.
TRICX performance shows a YTD return of 3.36%. The 1-year return is 6.60% and the 5-year return is 4.17%. TRICX dividend yield stands at 5.40%, paid monthly.
TRICX top holdings include Hertz Corp/The 12.63% 07/15/2029 (6.8%), Trinity Capital Inc (6.0%), Capital Southwest Corp. (5.6%), Vici Properties Inc (4.8%), Pagaya Us Holdings Co Company Guar 144A 08/30 8.875 8.875 2030-08-01 (4.5%). Go to all TRICX holdings, TRICX sectors, or TRICX dividends.
TRICX can be compared against other funds. Use TRICX overlap to find shared positions, or TRICX vs another fund for a side-by-side view. TRICX alternatives are available via the screener, along with tax-loss harvesting opportunities.