Catalyst Buffered Shield Fund Class C
SHINX
NASDAQ
Weiss Ratings | SHINX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | SHINX-NASDAQ | Click to Compare |
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Provider | Catalyst Mutual Funds | |||
Manager/Tenure (Years) | Joseph Halpern (10) | |||
Website | http://www.catalystmutualfunds.com | |||
Fund Information | SHINX-NASDAQ | Click to Compare |
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Fund Name | Catalyst Buffered Shield Fund Class C | |||
Category | Equity Hedged | |||
Sub-Category | Options Trading | |||
Prospectus Objective | Growth | |||
Inception Date | Sep 05, 2017 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 2,500.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | SHINX-NASDAQ | Click to Compare |
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Dividend Yield | 1.90% | |||
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Dividend Yield (Forward) | -- | |||
Asset Allocation | SHINX-NASDAQ | Click to Compare |
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Cash | 10.27% | |||
Stock | 3.38% | |||
U.S. Stock | 3.38% | |||
Non-U.S. Stock | 0.00% | |||
Bond | 86.28% | |||
U.S. Bond | 62.25% | |||
Non-U.S. Bond | 24.03% | |||
Preferred | 0.00% | |||
Convertible | 0.08% | |||
Other Net | 0.00% | |||
Price History | SHINX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.39% | |||
30-Day Total Return | 2.72% | |||
60-Day Total Return | 3.35% | |||
90-Day Total Return | 11.62% | |||
Year to Date Total Return | 4.51% | |||
1-Year Total Return | 9.58% | |||
2-Year Total Return | 22.52% | |||
3-Year Total Return | 27.89% | |||
5-Year Total Return | 30.51% | |||
Price | SHINX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | SHINX-NASDAQ | Click to Compare |
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Nav | $10.18 | |||
1-Month Low NAV | $9.90 | |||
1-Month High NAV | $10.18 | |||
52-Week Low NAV | $8.85 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $10.18 | |||
52-Week High Price (Date) | Jul 18, 2025 | |||
Beta / Standard Deviation | SHINX-NASDAQ | Click to Compare |
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Beta | 0.54 | |||
Standard Deviation | 9.03 | |||
Balance Sheet | SHINX-NASDAQ | Click to Compare |
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Total Assets | 19.94M | |||
Operating Ratios | SHINX-NASDAQ | Click to Compare |
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Expense Ratio | 2.33% | |||
Turnover Ratio | 0.00% | |||
Performance | SHINX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 12.27% | |||
Last Bear Market Total Return | -10.02% | |||