Catalyst Buffered Shield Fund Class A (SHIEX)
Catalyst Buffered Shield Fund Class A operates in the Asset Management industry of the Financial Services sector, headquartered in Elkhorn, NE, US. The stock last traded at $11.46, down 0.09% on the session, giving a market capitalisation of $19.1M. Its beta of 0.56 implies it has historically moved less than the broad market.
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%.
Catalyst Buffered Shield Fund Class A is most often compared with the following Financial Services names: