Catalystexceed Defined Mutual Fund Money Managers
SHIIX Fund | USD 10.57 0.02 0.19% |
Break down of Catalystexceed Defined's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Catalystexceed Defined's future under-performance.
Catalystexceed |
Symbol | SHIIX |
Name | Catalystexceed Defined Shield |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Catalystexceed Defined Shield Leadership is currently not available.
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Catalystexceed Defined Net Asset Comparison
Catalystexceed Defined Shield is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Options Trading category is currently estimated at about 6.36 Billion. Catalystexceed Defined maintains roughly 40.98 Million in net asset contributing less than 1% to funds under Options Trading category.
Catalystexceed Defined Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Catalystexceed Defined Price Series Summation is a cross summation of Catalystexceed Defined price series and its benchmark/peer.
About Catalystexceed Defined Management Performance
The success or failure of an entity such as Catalystexceed Defined often depends on how effective the management is. Catalystexceed Defined management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Catalystexceed management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Catalystexceed management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
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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