Catalyst Buffered Shield Fund Class I (SHIIX)
Catalyst Buffered Shield Fund Class I operates in the Asset Management industry of the Financial Services sector, headquartered in Elkhorn, NE, US. The stock last traded at $11.56, down 0.09% on the session, giving a market capitalisation of $18.9M. Its beta of 0.50 implies it has historically moved less than the broad market.
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%.
Catalyst Buffered Shield Fund Class I is most often compared with the following Financial Services names: