Vest US Large Cap 10% Buffer Strategies FundBUCGX

MUTUAL FUNDVest
Type
Mutual fund
Peer group
Alternative
Net assets
$406.1M
Expense ratio
1.95%
1-year return
+19.9%
3 years, a year
+13.2%
5 years, a year
+7.9%
Holdings
41

What it aims to do.

The Vest US Large Cap 10% Buffer Strategies Fund (the US Large Cap 10% Buffer Fund or, solely for this Fund Summary, the Fund) seeks to provide investors with capital appreciation.

Top 10 holdings.

Holding% of fund
State Street SPDR S&P 500 ETF63.06%
State Street SPDR S&P 500 ETF17.97%
State Street SPDR S&P 500 ETF11.45%
State Street SPDR S&P 500 ETF9.23%
Default0.54%
State Street SPDR S&P 500 ETF0.42%
State Street SPDR S&P 500 ETF0.34%
State Street SPDR S&P 500 ETF0.32%
State Street SPDR S&P 500 ETF0.30%
State Street SPDR S&P 500 ETF0.25%

More on BUCGX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.