Catalystsmh Total Return Fund Quote
| TRIFX Fund | USD 4.78 0.02 0.42% |
PerformanceSolid
| Odds Of DistressLow
|
Catalystsmh Total is trading at 4.78 as of the 19th of July 2025; that is 0.42 percent decrease since the beginning of the trading day. The fund's open price was 4.8. Catalystsmh Total has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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
| 0.97 | HIICX | Catalystsmh High Income | PairCorr |
| 0.97 | HIIFX | Catalystsmh High Income | PairCorr |
| 0.96 | HIIIX | Catalystsmh High Income | PairCorr |
| 0.88 | MLXCX | Catalyst Mlp Infrast | PairCorr |
| 0.89 | MLXAX | Catalyst Mlp Infrast | PairCorr |
| 0.88 | MLXIX | Catalyst Mlp Infrast | PairCorr |
Moving against Catalystsmh Mutual Fund
Catalystsmh Mutual Fund Highlights
| Fund Concentration | Catalyst Mutual Funds, Large Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Catalyst Mutual Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of November 2019 |
| Fiscal Year End | June |
Catalystsmh Total Return [TRIFX] is traded in USA and was established 19th of July 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 13.2 M in assets with no minimum investment requirementsCatalystsmh Total Return is currently producing year-to-date (YTD) return of 1.4% with the current yeild of 0.08%, while the total return for the last 3 years was 9.85%.
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
| CODI | Compass Diversified Holdings | Stock | Financials | |
| OCSL | Oaktree Specialty Lending | Stock | Financials | |
| PBI | Pitney Bowes | Stock | Industrials | |
| PNNT | PennantPark Investment | Stock | Financials | |
| PSEC | Prospect Capital | Stock | Financials | |
| REM | iShares Mortgage Real | Etf | Real Estate | |
| APO | Apollo Global Management | Stock | Financials | |
| SLRC | SLR Investment Corp | Stock | Financials |
Catalystsmh Total Return Risk Profiles
| Mean Deviation | 0.6077 | |||
| Semi Deviation | 0.5262 | |||
| Standard Deviation | 0.7882 | |||
| Variance | 0.6212 |
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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