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Catalyst Buffered Shield Fund Class I: (MF: SHIIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:40 PM ET

$10.78 USD

+0.01 (0.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.01 51
3 months 1.64 48
6 months 4.36 57
1 Year 10.80 70
3 Year 12.88 74
5 Year 6.21 80
10 Year 7.72 96

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.88
5 Year 6.09
10 Year 7.08
Since Inception 6.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.37 6.89 4.07 2.09
2024 4.14 2.83 4.79 1.20
2023 3.27 3.87 -2.26 8.74
2022 -7.17 -9.74 -3.99 1.77
2021 3.06 5.11 -0.08 5.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.0110.8813.5714.02-18.1414.367.1720.28-5.4514.086.06
% Total Return Rel to Index -0.71-7.33-11.44-12.220.06-14.32-11.23-11.20-1.06-7.71-5.86
% Total Return Rel to Peer -0.79-1.82-5.81-8.971.55-7.69-12.74-8.131.40-6.59-1.75
% Perf Quintile vs Peer* 4.004.000.004.003.005.004.005.003.005.004.00
% Dividends 0.000.320.290.230.080.010.060.110.110.040.04
% Yield 0.002.842.773.380.990.050.541.031.150.400.44
Capital Gains ($) 0.000.000.000.000.001.730.150.500.771.440.03
Expense Ratio 0.001.281.261.301.231.231.291.301.270.000.00

* 1 = Top 20%, 5 = Bottom 20%