SHIIX

About SHIIX

Catalyst Buffered Shield Fund Class I is an actively managed mutual fund designed to pursue long-term capital appreciation through a defined outcome investment strategy. Its primary objective is to provide exposure to the S&P 500 Index while seeking to limit potential losses to 12.5% during index declines, excluding the impact from its bond holdings. The fund achieves this through a combination of put and call options on exchange-traded funds tracking the S&P 500, alongside a significant allocation to fixed income securities to enhance diversification and reduce volatility. The investment approach allows for downside risk management while participating in index gains up to a specified cap, targeting approximately 15%. Managed by Catalyst Capital Advisors and sub-advised by Exceed Advisory, the fund is classified within the alternative global asset class and is diversified across various fixed income and options positions. Its portfolio notably includes a majority in short-term corporate and investment-grade bonds, with a smaller allocation in options on the S&P 500 ETF. This structure positions the Catalyst Buffered Shield Fund Class I as a risk-mitigated solution for investors seeking moderated U.S. equity exposure with embedded downside protection.