Catalystexceed Defined Shield Fund Quote
| SHINX Fund | USD 9.85 0.04 0.41% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Catalystexceed Defined is trading at 9.85 as of the 18th of January 2025; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 9.81. Catalystexceed Defined has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 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. Using a combination of put and call options on index ETFs, the funds investment sub-advisor, Exceed Advisory LLC initially executes the equity options strategy by seeking to provide an investment vehicle that limits losses to 12.5 percent when the index declines in value, and to participate in increases in the index up to approximately 15.. More on Catalystexceed Defined Shield
Moving together with Catalystexceed Mutual Fund
Catalystexceed Mutual Fund Highlights
| Fund Concentration | Catalyst Mutual Funds, Large Blend Funds, Options Trading Funds, Options Trading, Catalyst Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Catalystexceed Defined Shield [SHINX] is traded in USA and was established 18th of January 2025. Catalystexceed 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 32.57 M in assets with no minimum investment requirementsCatalystexceed Defined is currently producing year-to-date (YTD) return of 0.51% with the current yeild of 0.14%, while the total return for the last 3 years was 1.44%.
Check Catalystexceed Defined Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Catalystexceed Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Catalystexceed Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Catalystexceed Defined Shield Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Catalystexceed Defined Shield Mutual Fund Constituents
| IGSB | iShares 1 5 Year | Etf | Short-Term Bond | |
| JPST | JPMorgan Ultra Short Income | Etf | Ultrashort Bond | |
| PULS | PGIM Ultra Short | Etf | Ultrashort Bond | |
| SLQD | iShares 0 5 Year | Etf | Short-Term Bond | |
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond |
Catalystexceed Defined Risk Profiles
| Mean Deviation | 0.3248 | |||
| Semi Deviation | 0.4061 | |||
| Standard Deviation | 0.4361 | |||
| Variance | 0.1902 |
Catalystexceed Defined Against Markets
Other Information on Investing in Catalystexceed Mutual Fund
Catalystexceed Defined financial ratios help investors to determine whether Catalystexceed 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 Catalystexceed with respect to the benefits of owning Catalystexceed Defined security.
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