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Market Cap: $19.03M

CA

Catalyst Buffered Shield Fund Class A

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Company Profile

The fund's primary objective is to achieve long-term capital appreciation. Under normal market conditions, it pursues this goal by allocating capital to fixed income instruments and employing put and call options on Exchange Traded Funds (ETFs) that replicate the performance of the S&P 500 Index. Exceed Advisory LLC, serving as the fund's investment sub-advisor, implements a tailored equity options strategy using this combination of index ETF options. This approach is structured to limit potential losses to 12.5% during periods of S&P 500 Index decline, while also enabling the fund to participate in its gains up to approximately 15%.

SectorFinancial Services
IndustryAsset Management
IPO DateApr 14, 2015
ExchangeNASDAQ
Exchange NameNASDAQ
CurrencyUSD
Headquarters & Contact
Address4221 North 203rd Street, Suite 100
City / State / ZIPElkhorn, NE, 68022-3474
CountryUnited States
Phone631 549 1859
Websitehttps://catalystmf.com/funds/catalyst-buffered-shield-fund/

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