Catalyst Buffered Shield Fund Class I (SHIIX)
SHIIX Price Chart
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SHIIX Fund Profile
Key details and information about Catalyst Buffered Shield Fund Class I (SHIIX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
14 Apr 2015
Country
US
Description
This fund aims for sustained growth of invested capital over the long term. To achieve this, the fund typically allocates capital across two main areas: fixed income securities and a combination of put and call options on Exchange Traded Funds (ETFs) that track the S&P 500 Index. The fund's investment sub-advisor, Exceed Advisory LLC, implements this options strategy with a dual objective: to limit potential losses to 12.5% when the S&P 500 Index declines, while also capturing upside performance from the index up to approximately 15%.
SHIIX Fund Performance
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