Catalyst Buffered Shield FundSHIEX
Type
Mutual fund
Peer group
Allocation
Net assets
$18.0M
Expense ratio
1.60%
1-year return
+11.6%
3 years, a year
+10.8%
5 years, a year
+4.9%
Holdings
24
What it aims to do.
The Fund?s investment objective is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Vanguard Scottsdale Funds | 35.81% |
| PGIM ETF Trust | 32.81% |
| iShares Trust | 24.19% |
| First American Funds Inc. | 2.16% |
| N/A | 2.06% |
| N/A | 1.94% |
| N/A | 1.82% |
| N/A | 1.68% |
| N/A | 1.53% |
| N/A | 1.27% |
More on SHIEX.
- SHIEX overview
- SHIEX holdings
- SHIEX risk
- SHIEX costs
- SHIEX money in and out
- SHIEX share classes
- Compare SHIEX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.