SHIEX Mutual Fund (Catalyst Buffered Shield Fund Class A) is managed by Catalyst Funds with $4.9M in net assets. SHIEX expense ratio is 1.60%, holding 24 positions across sectors including Financials, Unknown, Other. Inception date: 2015-04-14.

SHIEX performance shows a YTD return of 4.72%. The 1-year return is 11.15% and the 5-year return is 5.12%. SHIEX dividend yield stands at 2.66%, paid annually.

SHIEX top holdings include Short-term Corporate Bond ETF (vanguard) (35.8%), Pgim Ultra Short Bond ETF (32.8%), Ishares Short-term Corporate Bond (24.2%), First Am Treas Obli-X (2.2%), Spy Us 09/18/26 C635 (2.1%). View all SHIEX holdings, sector breakdown, or dividend history.

SHIEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SHIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.