Vest US Large Cap 10% Buffer Strategies FundBURGX
Type
Mutual fund
Peer group
Alternative
Net assets
$406.1M
Expense ratio
0.00%
1-year return
+11.8%
3 years, a year
—
5 years, a year
—
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 BURGX.
- BURGX overview
- BURGX holdings
- BURGX risk
- BURGX costs
- BURGX money in and out
- BURGX share classes
- Compare BURGX with other funds
Returns after fees, from the fund's SEC filings up to Sep 2025. Past returns are not a promise. Not financial advice.