BTCLX Mutual Fund
BTCLX Mutual Fund
BTCLX Mutual Fund
Vest Bitcoin Strategy Managed Volatility Fund Class Investor
BTCLX Mutual Fund Overview
BTCLX Mutual Fund (Vest Bitcoin Strategy Managed Volatility Fund Class Investor) is managed by CBOE Vest with $7.0M 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 -32.55%. The 1-year return is -43.48%. BTCLX dividend yield stands at 18.54%, paid annually.
BTCLX top holdings include Ls Group Opco 04/23/2031 (23.2%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (5.8%). View all BTCLX holdings, sector breakdown, or dividend history.
BTCLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BTCLX alternatives are available via the screener, along with tax-loss harvesting opportunities.