SHINX Mutual Fund

SHINX Mutual Fund

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Fund Essentials - as of Jun 30, 2026

Net Assets
$2M
Expense Ratio
2.35%
Dividend Yield (Current)
1.93%
Holdings
24
Inception Date
Sep 5, 2017
Fund Family
Catalyst Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.39%
1 Year+9.03%
3 Year+10.26%
5 Year+4.07%
10 Year+6.14%

Asset Allocation

Cash: 2.17%
Other: 97.83%
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Top Holdings

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TickerNameWeight
VCSHShort-term Corporate Bond ETF (vanguard34.00%
PULSPgim Core Ultra Short Bond Fund 4.89% 12/01/209931.27%
IGSBIshares 1-5 Year Investment Grade Corporate Bond ETF22.97%
-Spy Us 09/18/26 C6354.44%
-Spy Us 03/19/27 C6603.81%
Top 10 Concentration: 105.28%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
1.93%
Frequency
Annually
Latest Distribution
$1.72
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SHINX Mutual Fund Overview

SHINX Mutual Fund (Catalyst Buffered Shield Fund Class C) is managed by Catalyst Funds with $2.3M in net assets. SHINX expense ratio is 2.35%, holding 24 positions across sectors including Financials. Inception date: 2017-09-05.

SHINX performance shows a YTD return of 4.39%. The 1-year return is 9.03% and the 5-year return is 4.07%. SHINX dividend yield stands at 1.93%, paid annually.

SHINX 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 SHINX holdings, SHINX sectors, or SHINX dividends.

SHINX can be compared against other funds. Use SHINX overlap to find shared positions, or SHINX vs another fund for a side-by-side view. SHINX alternatives are available via the screener, along with tax-loss harvesting opportunities.