TRIFX Mutual Fund
TRIFX Mutual Fund
TRIFX Mutual Fund
Catalyst/SMH Total Return Income Fund Class A
TRIFX Mutual Fund Overview
TRIFX Mutual Fund (Catalyst/SMH Total Return Income Fund Class A) is managed by Catalyst Funds with $5.2M in net assets. TRIFX expense ratio is 2.20%, holding 53 positions across sectors including Financials, Consumer Discretionary, Real Estate. Inception date: 2008-05-21.
TRIFX performance shows a YTD return of 8.47%. The 1-year return is 7.46% and the 5-year return is 5.29%. TRIFX dividend yield stands at 6.03%, paid monthly.
TRIFX 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 Hold 8.875% 08/01/30 8.875 2030-08-01 (4.5%). Go to all TRIFX holdings, TRIFX sectors, or TRIFX dividends.
TRIFX can be compared against other funds. Use TRIFX overlap to find shared positions, or TRIFX vs another fund for a side-by-side view. TRIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.