Catalyst/SMH Total Return Income Fund (TRIFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRIFX
TRIFX charges 1.58% annually. There are 505 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | TRIFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TRIFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TRIFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TRIFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TRIFX vs FYMIX |
Best Risk-Adjusted Alternatives to TRIFX
TRIFX has a PortfoliosLab risk / return rank of 22. There are 508 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | TRIFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TRIFX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TRIFX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | TRIFX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | TRIFX vs AYBLX |
Top Performing TRIFX Alternatives (YTD)
TRIFX is at 3.64% YTD. There are 453 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | TRIFX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | TRIFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | TRIFX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | TRIFX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | TRIFX vs SMIFX |
Lowest Volatility Alternatives to TRIFX
TRIFX has 11.87% 1-year volatility. There are 467 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | TRIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | TRIFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | TRIFX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TRIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | TRIFX vs CSTAX |
Lowest Drawdown Alternatives to TRIFX
TRIFX has a 1-year max drawdown of -7.34%. There are 384 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | TRIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TRIFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TRIFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TRIFX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | TRIFX vs FSRKX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 92 | 15.06% | — | Dec 1996 | TRIFX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | 1.94% | — | Jul 2014 | TRIFX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 39 | 14.92% | — | Dec 2013 | TRIFX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 91 | 14.91% | — | Dec 2015 | TRIFX vs MBXAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 83 | 3.63% | — | May 2008 | TRIFX vs HIIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 60 | 0.49% | — | Dec 2012 | TRIFX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 12 | 15.87% | — | Jul 2011 | TRIFX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 10 | 27.16% | — | Dec 2014 | TRIFX vs MLXIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 58 | 6.17% | — | Jul 2011 | TRIFX vs TRXAX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 58 | 29.48% | — | Dec 2011 | TRIFX vs CPEAX |
Often Compared With TRIFX
Investors most often compare TRIFX with FSELX, SPY, VOO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare TRIFX with Any Fund or Stock
Compare TRIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRIFX with funds that move differently
Catalyst/SMH Total Return Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRIFX.
Explore TRIFX Diversifiers