TRIIX Mutual Fund (Catalyst/SMH Total Return Income Fund Cl I) is managed by Catalyst Funds with $13.1M in net assets. TRIIX expense ratio is 1.95%, holding 52 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2013-07-01.

TRIIX performance shows a YTD return of -1.03%. The 1-year return is 12.35% and the 5-year return is 4.88%. TRIIX dividend yield stands at 6.57%, paid monthly.

TRIIX top holdings include Hertz Corp/The 12.63% 07/15/2029 (7.6%), First Am Treas Obli-X (7.1%), Capital Southwest Corp. (5.4%), Sm Energy Co (5.2%), Trinity Capital Inc (5.1%). View all TRIIX holdings, sector breakdown, or dividend history.

TRIIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TRIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.