Catalyst/SMH Total Return Income Fund

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Performance

The fund has returned 11.50 percent over the past year, 3.18 percent over the past three years, and 19.00 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 3.7%
1 Year 11.5%
3 Years (Annualized) 3.2%
5 Years (Annualized) 19.0%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return, which consists of current income and capital appreciation. The TRI 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.