Vest US Large Cap 20% Buffer Strategies FundENGCX

MUTUAL FUNDVest
Type
Mutual fund
Peer group
Alternative
Net assets
$126.6M
Expense ratio
1.95%
1-year return
+13.0%
3 years, a year
+9.3%
5 years, a year
+6.2%
Holdings
39

What it aims to do.

The Vest US Large Cap 20% Buffer Strategies Fund (the US Large Cap 20% 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 ETF56.99%
State Street SPDR S&P 500 ETF46.69%
Default0.62%
State Street SPDR S&P 500 ETF0.43%
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 ETF0.26%
State Street SPDR S&P 500 ETF0.21%
State Street SPDR S&P 500 ETF0.19%

More on ENGCX.

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