Catalyst/exceed Defined is trading at 10.54 as of the 1st of December 2024; that is 0.38 percent increase since the beginning of the trading day. The fund's open price was 10.5. Catalyst/exceed Defined has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Catalystexceed Defined Shield are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. 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
Catalystexceed Defined Shield [SHIIX] is traded in USA and was established 1st of December 2024. 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 15.07% with the current yeild of 0.0%, while the total return for the last 3 years was 2.87%.
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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 Catalyst/exceed 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 Catalyst/exceed 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
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.