Vest US Large Cap 10% Buffer Strategies FundBUMGX
Type
Mutual fund
Peer group
Alternative
Net assets
$406.1M
Expense ratio
1.20%
1-year return
+20.7%
3 years, a year
+14.1%
5 years, a year
+8.7%
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 ETF | 63.06% |
| State Street SPDR S&P 500 ETF | 17.97% |
| State Street SPDR S&P 500 ETF | 11.45% |
| State Street SPDR S&P 500 ETF | 9.23% |
| Default | 0.54% |
| State Street SPDR S&P 500 ETF | 0.42% |
| State Street SPDR S&P 500 ETF | 0.34% |
| State Street SPDR S&P 500 ETF | 0.32% |
| State Street SPDR S&P 500 ETF | 0.30% |
| State Street SPDR S&P 500 ETF | 0.25% |
More on BUMGX.
- BUMGX overview
- BUMGX holdings
- BUMGX risk
- BUMGX costs
- BUMGX money in and out
- BUMGX share classes
- Compare BUMGX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.