SHIEX Mutual Fund
SHIEX Mutual Fund
SHIEX Mutual Fund
Catalyst Buffered Shield Fund Class A
SHIEX Mutual Fund Overview
SHIEX Mutual Fund (Catalyst Buffered Shield Fund Class A) is managed by Catalyst Funds with $4.8M in net assets. SHIEX expense ratio is 1.60%, holding 24 positions across sectors including Financials. Inception date: 2015-04-14.
SHIEX performance shows a YTD return of 4.91%. The 1-year return is 9.88% and the 5-year return is 4.86%. SHIEX dividend yield stands at 2.65%, paid annually.
SHIEX top holdings include Short-term Corporate Bond ETF (vanguard (34.0%), Pgim Core Ultra Short Bond Fund 4.89% 12/01/2099 (31.3%), Ishares 1-5 Year Investment Grade Corporate Bond ETF (23.0%), Spy Us 09/18/26 C635 (4.4%), Spy Us 03/19/27 C660 (3.8%). Go to all SHIEX holdings, SHIEX sectors, or SHIEX dividends.
SHIEX can be compared against other funds. Use SHIEX overlap to find shared positions, or SHIEX vs another fund for a side-by-side view. SHIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.