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Catalyst/SMH Total Return Income A TRIFX

Quantitative rating as of | See Catalyst Investment Hub
  • NAV / 1-Day Return 4.53  /  0.66 %
  • Total Assets 17.3 Mil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 2.340%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Allocation—85%+ Equity
  • Investment Style Small Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 4.45%
  • Turnover 26%

Morningstar’s Analysis TRIFX

Will TRIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Catalyst/SMH Total Return Income A earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Parent and Process Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers. The strategy changed its peer group in November, moving from the Allocation--50% to 70% Equity category to the Allocation--85%+ Equity Morningstar Category.

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