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 510 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TRIFX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TRIFX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TRIFX vs VTMFX |
Best Risk-Adjusted Alternatives to TRIFX
TRIFX has a PortfoliosLab risk / return rank of 16. There are 525 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 | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | TRIFX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TRIFX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TRIFX vs FSRRX |
Top Performing TRIFX Alternatives (YTD)
TRIFX is at 3.80% YTD. There are 446 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | TRIFX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | TRIFX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | TRIFX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | TRIFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | TRIFX vs MHELX |
Lowest Volatility Alternatives to TRIFX
TRIFX has 11.61% 1-year volatility. There are 457 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | TRIFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TRIFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TRIFX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | TRIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TRIFX vs CSTAX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Multistrategy, Systematic Trend, Global Equities | 92 | 13.75% | — | Dec 1996 | TRIFX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 9 | -1.95% | — | Jul 2014 | TRIFX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 21 | 7.94% | — | Dec 2013 | TRIFX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Multistrategy, Systematic Trend, Global Equities | 92 | 13.56% | — | Dec 2015 | TRIFX vs MBXAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 70 | 2.92% | — | May 2008 | TRIFX vs HIIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 54 | 0.95% | — | Dec 2012 | TRIFX vs CFRIX | |
| Catalyst Energy Infrastructure Fund | Infrastructure Equities, Energy Equities | 22 | 33.21% | — | Dec 2014 | TRIFX vs MLXIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 8 | 10.19% | — | Jul 2011 | TRIFX vs INSAX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 27 | 16.52% | — | Dec 2011 | TRIFX vs CPEAX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 67 | 5.87% | — | Jul 2011 | TRIFX vs TRXAX |
Often Compared With TRIFX
Investors most often compare TRIFX with FSELX, SPY, BAICX. 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