Catalyst Buffered Shield Fund Class A (SHIEX)
SHIEX Price Chart
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SHIEX Fund Profile
Key details and information about Catalyst Buffered Shield Fund Class A (SHIEX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
14 Apr 2015
Country
US
Description
The fund's primary objective is to achieve long-term capital appreciation. Under normal market conditions, it pursues this goal by allocating capital to fixed income instruments and employing put and call options on Exchange Traded Funds (ETFs) that replicate the performance of the S&P 500 Index. Exceed Advisory LLC, serving as the fund's investment sub-advisor, implements a tailored equity options strategy using this combination of index ETF options. This approach is structured to limit potential losses to 12.5% during periods of S&P 500 Index decline, while also enabling the fund to participate in its gains up to approximately 15%.
SHIEX Fund Performance
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