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TRIIX Catalyst/SMH Total Return Income I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks 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. It may also invest in preferred stock, master limited partnerships and bank notes. Generally, at least 30% of the fund's assets is invested in equity securities. The fund is non-diversified.

Market Cap

The average market capitalization across the Catalyst/SMH Total Return Income I MF is 7.27B. The market cap for tickers in the group ranges from 448.74M to 2.29B. PSEC holds the highest valuation in this group at 2.29B. The lowest valued company is PNNT at 448.74M.

Volume

The average weekly volume growth across all stocks in the Catalyst/SMH Total Return Income I MF was 11%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 40
P/E Growth Rating: 51
Price Growth Rating: 51
SMR Rating: 47
Profit Risk Rating: 47
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Mutual Fund Series Trust(Catalyst)17605 Wright Street, Suite 2Omaha
Phone
N/A
Web
www.CatalystMutualFunds.com
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TRIIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TRIIX has been closely correlated with TRIFX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRIIX jumps, then TRIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TRIIX
1D Price
Change %
TRIIX100%
+0.21%
TRIFX - TRIIX
98%
Closely correlated
+0.21%
TRICX - TRIIX
98%
Closely correlated
+0.21%
FBAFX - TRIIX
86%
Closely correlated
-0.17%
FBONX - TRIIX
86%
Closely correlated
-0.17%
RLEFX - TRIIX
86%
Closely correlated
-0.17%
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