SHIIX Mutual Fund
SHIIX Mutual Fund
SHIIX Mutual Fund
Catalyst Buffered Shield Fund Class I
SHIIX Mutual Fund Overview
SHIIX Mutual Fund (Catalyst Buffered Shield Fund Class I) is managed by Catalyst Funds with $11.2M in net assets. SHIIX expense ratio is 1.35%, holding 20 positions across sectors including Financials. Inception date: 2015-04-14.
SHIIX performance shows a YTD return of 5.61%. The 1-year return is 7.82% and the 5-year return is 5.01%. SHIIX dividend yield stands at 2.86%, paid annually.
SHIIX top holdings include Vanguard Short-term Corporate Bond ETF (34.0%), Pgim Core Ultra Short Bond Strategy (31.3%), Ishares Short-term Corp Bond Etf (23.0%), Spy Us 09/18/26 C635 (4.4%), Spy Us 03/19/27 C660 (3.8%). Go to all SHIIX holdings, SHIIX sectors, or SHIIX dividends.
SHIIX can be compared against other funds. Use SHIIX overlap to find shared positions, or SHIIX vs another fund for a side-by-side view. SHIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.