Catalystsmh Total Return Fund Quote
| TRICX Fund | USD 4.63 0.01 0.22% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Catalystsmh Total is trading at 4.63 as of the 19th of April 2024; that is 0.22 percent increase since the beginning of the trading day. The fund's open price was 4.62. Catalystsmh Total has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Catalystsmh Total Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. 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
| 0.94 | HIICX | Catalystsmh High | PairCorr |
| 0.9 | HIIFX | Catalystsmh High | PairCorr |
| 0.95 | HIIIX | Catalystsmh High | PairCorr |
| 0.89 | MLXCX | Catalyst Mlp Infrast | PairCorr |
| 0.87 | MLXAX | Catalyst Mlp Infrast | PairCorr |
| 0.69 | MLXIX | Catalyst Mlp Infrast Potential Growth | PairCorr |
Catalystsmh Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Catalystsmh Total's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Catalystsmh Total or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| 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 | 31st of March 2024 |
| Expense Ratio Date | 1st of November 2018 |
| Fiscal Year End | June |
Catalystsmh Total Return [TRICX] is traded in USA and was established 19th of April 2024. 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 18.24 M in assets with minimum initial investment of 2.5 K. Catalystsmh Total Return is currently producing year-to-date (YTD) return of 1.12% with the current yeild of 0.05%, while the total return for the last 3 years was 2.11%.
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
| AINV | Apollo Investment Corp | Stock | Asset Management |
| 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 |
Catalystsmh Total Target Price Odds Analysis
Based on a normal probability distribution, the odds of Catalystsmh Total jumping above the current price in 90 days from now is about 58.66%. The Catalystsmh Total Return probability density function shows the probability of Catalystsmh Total mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Catalystsmh Total Return has a beta of -0.064. This usually implies as returns on the benchmark increase, returns on holding Catalystsmh Total are expected to decrease at a much lower rate. During a bear market, however, Catalystsmh Total Return is likely to outperform the market. Additionally, catalystsmh Total Return has an alpha of 0.0077, implying that it can generate a 0.00765 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Catalystsmh Total to move above the current price in 90 days from now is about 58.66 (This Catalystsmh Total Return probability density function shows the probability of Catalystsmh Mutual Fund to fall within a particular range of prices over 90 days) .
Catalystsmh Total Return Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Catalystsmh Total market risk premium is the additional return an investor will receive from holding Catalystsmh Total long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Catalystsmh Total. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Catalystsmh Total's alpha and beta are two of the key measurements used to evaluate Catalystsmh Total's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2893 | |||
| Semi Deviation | 0.3505 | |||
| Standard Deviation | 0.3909 | |||
| Variance | 0.1528 |
Catalystsmh Total Against Markets
Picking the right benchmark for Catalystsmh Total mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Catalystsmh Total mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Catalystsmh Total is critical whether you are bullish or bearish towards Catalystsmh Total Return at a given time. Please also check how Catalystsmh Total's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Catalystsmh Total without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Catalystsmh Mutual Fund?
Before investing in Catalystsmh Total, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Catalystsmh Total. To buy Catalystsmh Total fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Catalystsmh Total. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Catalystsmh Total fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Catalystsmh Total Return fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Catalystsmh Total Return fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Catalystsmh Total Return, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Catalystsmh Total Return?
The danger of trading Catalystsmh Total Return is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Catalystsmh Total is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Catalystsmh Total. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Catalystsmh Total Return is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Catalystsmh Total Return. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Catalystsmh Total Return information on this page should be used as a complementary analysis to other Catalystsmh Total's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.