Catalystexceed Defined Shield Fund Quote

SHIIX Fund  USD 10.63  0.04  0.38%   

Performance

Very Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Catalystexceed Defined is trading at 10.63 as of the 20th of July 2025; that is 0.38 percent increase since the beginning of the trading day. The fund's open price was 10.59. Catalystexceed Defined has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal market conditions, the fund seeks to achieve its investment objective by investing in put and call options on exchange traded funds that track the SP 500 Index , and in fixed income securities. CatalystExceed Defined is traded on NASDAQ Exchange in the United States. More on Catalystexceed Defined Shield

Moving together with Catalystexceed Mutual Fund

  0.75HIICX Catalystsmh High IncomePairCorr
  0.74HIIFX Catalystsmh High IncomePairCorr
  0.75HIIIX Catalystsmh High IncomePairCorr
  0.86MLXCX Catalyst Mlp InfrastPairCorr
  0.86MLXAX Catalyst Mlp InfrastPairCorr
  0.67MLXIX Catalyst Mlp InfrastPairCorr

Moving against Catalystexceed Mutual Fund

  0.95CWXCX CatalystwarringtonPairCorr
  0.94CWXAX CatalystwarringtonPairCorr
  0.9CWXIX CatalystwarringtonPairCorr

Catalystexceed Mutual Fund Highlights

Fund ConcentrationCatalyst Mutual Funds, Large Funds, Options Trading Funds, Options Trading, Catalyst Mutual Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Catalystexceed Defined Shield [SHIIX] is traded in USA and was established 20th of July 2025. Catalystexceed Defined is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Catalyst Mutual Funds family. This fund at this time has accumulated 40.98 M in assets with minimum initial investment of 2.5 K. Catalystexceed Defined is currently producing year-to-date (YTD) return of 4.75% with the current yeild of 0.0%, while the total return for the last 3 years was 9.68%.
Check Catalystexceed Defined Probability Of Bankruptcy

Instrument Allocation

Top Catalystexceed Defined Shield Mutual Fund Constituents

IGSBiShares 1 5 YearEtfShort-Term Bond
JPSTJPMorgan Ultra Short IncomeEtfUltrashort Bond
PULSPGIM Ultra ShortEtfUltrashort Bond
SLQDiShares 0 5 YearEtfShort-Term Bond
VCSHVanguard Short Term CorporateEtfShort-Term Bond
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Catalystexceed Defined Risk Profiles

Catalystexceed Defined Against Markets

Other Information on Investing in Catalystexceed Mutual Fund

Catalystexceed Defined financial ratios help investors to determine whether Catalystexceed Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalystexceed with respect to the benefits of owning Catalystexceed Defined security.
Efficient Frontier
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Sectors
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