BTCLX Mutual Fund

BTCLX Mutual Fund (Vest Bitcoin Strategy Managed Volatility Fund Class Investor) is managed by CBOE Vest with $6.9M in net assets. BTCLX expense ratio is 1.24%, holding 2 positions across sectors including Financials. Inception date: 2021-08-13.

BTCLX performance shows a YTD return of -9.44%. The 1-year return is -26.58% and the 5-year return is 8.09%. BTCLX dividend yield stands at 14.17%, paid annually.

BTCLX top holdings include Call Cboe Mini Bitcoin 09/16/26 C1.33 (95.5%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (4.5%). Go to all BTCLX holdings, BTCLX sectors, or BTCLX dividends.

BTCLX can be compared against other funds. Use BTCLX overlap to find shared positions, or BTCLX vs another fund for a side-by-side view. BTCLX alternatives are available via the screener, along with tax-loss harvesting opportunities.