- What are the top holdings of SHIEX?
- Catalyst Buffered Shield Fund Class A holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does SHIEX have?
- SHIEX holds — positions as reported by the fund's most recent disclosure.
- What sectors does SHIEX invest in?
- Catalyst Buffered Shield Fund Class A (SHIEX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SHIEX most exposed to?
- SHIEX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SHIEX a US-only fund?
- The country allocation card on this page shows SHIEX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SHIEX invest in?
- The fund's primary objective is to achieve long-term capital appreciation. Under normal market conditions, it pursues this goal by allocating capital to fixed income instruments and employing put and call options on Exchange Traded Funds (ETFs) that replicate the performance of the S&P 500 Index. Exceed Advisory LLC, serving as the fund's investment sub-advisor, implements a tailored equity options strategy using this combination of index ETF options. This approach is structured to limit potential losses to 12.5% during periods of S&P 500 Index decline, while also enabling the fund to participate in its gains up to approximately 15%.
