Catalyst/SMH Total Return Income Fund

^#113 in Conservative Allocation

U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 14.97 percent over the past year, and 6.57 percent over the past three years.

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Summary

The investment seeks to provide total return, which consists of current income and capital appreciation. 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. The fund may also invest in preferred stock, master limited partnerships, bank notes and write covered calls on equities. Generally, at least 30% of the fund's assets will be invested in equity securities. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Catalyst/SMH Total Return Income Fund has an expense ratio of 1.55 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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