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 $11.4M in net assets. SHIIX expense ratio is 1.35%, holding 24 positions across sectors including Financials, Unknown, Other. Inception date: 2015-04-14.
SHIIX performance shows a YTD return of 4.87%. The 1-year return is 11.44% and the 5-year return is 5.39%. SHIIX dividend yield stands at 2.88%, paid annually.
SHIIX 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 SHIIX holdings, sector breakdown, or dividend history.
SHIIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SHIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.