Catalyst/SMH Total Return Income Fund (TRIFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRIFX
TRIFX charges 1.58% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TRIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TRIFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TRIFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TRIFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TRIFX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | TRIFX vs MAANX |
Best Risk-Adjusted Alternatives to TRIFX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | TRIFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TRIFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TRIFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TRIFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TRIFX vs PMAIX |
Top Performing TRIFX Alternatives (YTD)
TRIFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | TRIFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TRIFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TRIFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TRIFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TRIFX vs CONWX |
Lowest Volatility Alternatives to TRIFX
TRIFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | TRIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TRIFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TRIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TRIFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TRIFX vs SICIX |
Lowest Drawdown Alternatives to TRIFX
TRIFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | TRIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TRIFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TRIFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TRIFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TRIFX vs SICIX |
Other Mutual Funds from Catalyst Mutual Funds
Most popular Catalyst Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 69 | 8.00% | Dec 31, 1996 | TRIFX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 3 | -17.98% | Jul 31, 2014 | TRIFX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 38 | -7.05% | Dec 30, 2013 | TRIFX vs CLPAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 85 | -3.01% | May 21, 2008 | TRIFX vs HIIFX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 67 | 7.93% | Dec 27, 2015 | TRIFX vs MBXAX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 6 | -15.16% | Jul 29, 2011 | TRIFX vs INSAX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 84 | -1.54% | Dec 30, 2012 | TRIFX vs CFRIX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 40 | 35.24% | Dec 21, 2014 | TRIFX vs MLXIX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 32 | -5.75% | Dec 22, 2011 | TRIFX vs CPEAX | |
| Catalyst/Lyons Tactical Allocation Fund | Tactical Allocation | 26 | -5.68% | Jul 1, 2012 | TRIFX vs CLTAX |
Often Compared With TRIFX
What investors most often compare with TRIFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | TRIFX vs FSELX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | TRIFX vs SPY | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | TRIFX vs VOO | |
| ProShares Ultra Semiconductors | Leveraged Equities, Semiconductors | 90 | -8.58% | Jan 30, 2007 | TRIFX vs USD | |
| BlackRock Multi-Asset Income Portfolio | Diversified Portfolio | 72 | -1.72% | Apr 7, 2008 | TRIFX vs BAICX | |
| NASDAQ 100 Index | 80 | -5.98% | — | TRIFX vs ^NDX | ||
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | TRIFX vs QQQ | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 91 | 2.23% | Jul 28, 2011 | TRIFX vs TRXAX | |
| Catalyst Buffered Shield Fund | Options Trading | 61 | -3.13% | Apr 13, 2015 | TRIFX vs SHIIX | |
| Catalyst/MAP Global Equity Fund | Global Equities | 86 | 2.89% | Jul 28, 2011 | TRIFX vs CAXAX | |
| Catalyst Enhanced Income Strategy Fund | Nontraditional Bonds | 1 | 0.10% | Dec 30, 2018 | TRIFX vs EIXIX |
Compare TRIFX with Any Fund or Stock
Compare TRIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.