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 -26.29%. The 1-year return is -44.39%. BTCLX dividend yield stands at 17.41%, paid annually.

BTCLX top holdings include Fed Hm Ln Pc Pool Sl0201 Fr 02/55 Fixed 5.5 (23.2%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (5.8%). 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.