BTCRX Mutual Fund

BTCRX Mutual Fund

NAV$28.41
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Fund Essentials

Net Assets
$42,735.02
Expense Ratio
0.49%
Dividend Yield (Current)
8.32%
Holdings
2
Inception Date
May 1, 2024
Fund Family
CBOE Vest
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+11.17%
1 Year+54.10%

Asset Allocation

Cash: 20.06%
Other: 79.96%
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Dividend Summary

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Dividend Yield (Current)
8.32%
Frequency
Unspecified

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BTCRX Mutual Fund Overview

BTCRX Mutual Fund (Vest Bitcoin Strategy Managed Volatility Fund Class R) is managed by CBOE Vest with $42,735.02 in net assets. BTCRX expense ratio is 0.49%, holding 2 positions across various sectors. Inception date: 2024-05-01.

BTCRX performance shows a YTD return of 11.17%. The 1-year return is 54.10%. BTCRX dividend yield stands at 8.32%, paid unspecified.

BTCRX top holdings include a diversified portfolio. Go to all BTCRX holdings, BTCRX sectors, or BTCRX dividends.

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