Catalystexceed Defined Shield Fund Quote

SHIIX Fund  USD 10.96  0.02  0.18%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Catalyst/exceed Defined is trading at 10.96 as of the 17th of September 2025; that is 0.18 percent increase since the beginning of the trading day. The fund's open price was 10.94. Catalyst/exceed Defined has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 19th of June 2025 and ending today, the 17th of September 2025. Click here to learn more.
Under normal market conditions, the fund seeks to achieve its investment objective by investing in put and call options on exchange traded funds that track the SP 500 Index , and in fixed income securities. CatalystExceed Defined is traded on NASDAQ Exchange in the United States. More on Catalystexceed Defined Shield

Moving against Catalyst/exceed Mutual Fund

  0.38MLXCX Catalyst Mlp InfrastPairCorr
  0.36MLXIX Catalyst Mlp InfrastPairCorr
  0.34CWXCX Catalyst/warringtonPairCorr

Catalyst/exceed Mutual Fund Highlights

Fund ConcentrationCatalyst Mutual Funds, Large Funds, Options Trading Funds, Options Trading, Catalyst Mutual Funds (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Catalystexceed Defined Shield [SHIIX] is traded in USA and was established 17th of September 2025. Catalyst/exceed Defined is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Catalyst Mutual Funds family. This fund at this time has accumulated 40.98 M in assets with minimum initial investment of 2.5 K. Catalyst/exceed Defined is currently producing year-to-date (YTD) return of 6.23% with the current yeild of 0.0%, while the total return for the last 3 years was 9.14%.
Check Catalyst/exceed Defined Probability Of Bankruptcy

Instrument Allocation

Top Catalystexceed Defined Shield Mutual Fund Constituents

IGSBiShares 1 5 YearEtfShort-Term Bond
JPSTJPMorgan Ultra Short IncomeEtfUltrashort Bond
PULSPGIM Ultra ShortEtfUltrashort Bond
SLQDiShares 0 5 YearEtfShort-Term Bond
VCSHVanguard Short Term CorporateEtfShort-Term Bond
More Details

Catalyst/exceed Defined Risk Profiles

Catalyst/exceed Defined Against Markets

Other Information on Investing in Catalyst/exceed Mutual Fund

Catalyst/exceed Defined financial ratios help investors to determine whether Catalyst/exceed Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalyst/exceed with respect to the benefits of owning Catalyst/exceed Defined security.
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