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.
The average market capitalization across the Catalyst/SMH Total Return Income I MF is 7.16B. The market cap for tickers in the group ranges from 438.96M to 2.34B. PSEC holds the highest valuation in this group at 2.34B. The lowest valued company is PNNT at 438.96M.
The average weekly volume growth across all stocks in the Catalyst/SMH Total Return Income I MF was -53%. For the same stocks of the MF, the average monthly volume growth was -65% and the average quarterly volume growth was -36%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 41
P/E Growth Rating: 50
Price Growth Rating: 50
SMR Rating: 52
Profit Risk Rating: 45
Seasonality Score: -79 (-100 ... +100)