Vest US Large Cap 20% Buffer Strategies FundENGIX
Type
Mutual fund
Peer group
Alternative
Net assets
$126.6M
Expense ratio
0.95%
1-year return
+14.2%
3 years, a year
+10.4%
5 years, a year
+7.2%
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 ETF | 56.99% |
| State Street SPDR S&P 500 ETF | 46.69% |
| Default | 0.62% |
| State Street SPDR S&P 500 ETF | 0.43% |
| 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 | 0.26% |
| State Street SPDR S&P 500 ETF | 0.21% |
| State Street SPDR S&P 500 ETF | 0.19% |
More on ENGIX.
- ENGIX overview
- ENGIX holdings
- ENGIX risk
- ENGIX costs
- ENGIX money in and out
- ENGIX share classes
- Compare ENGIX 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.