- What are the top holdings of SHIIX?
- Catalyst Buffered Shield Fund Class I holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does SHIIX have?
- SHIIX holds — positions as reported by the fund's most recent disclosure.
- What sectors does SHIIX invest in?
- Catalyst Buffered Shield Fund Class I (SHIIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SHIIX most exposed to?
- SHIIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SHIIX a US-only fund?
- The country allocation card on this page shows SHIIX'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 SHIIX invest in?
- This fund aims for sustained growth of invested capital over the long term. To achieve this, the fund typically allocates capital across two main areas: fixed income securities and a combination of put and call options on Exchange Traded Funds (ETFs) that track the S&P 500 Index. The fund's investment sub-advisor, Exceed Advisory LLC, implements this options strategy with a dual objective: to limit potential losses to 12.5% when the S&P 500 Index declines, while also capturing upside performance from the index up to approximately 15%.
