BTCVX Mutual Fund
BTCVX Mutual Fund
BTCVX Mutual Fund
Vest Bitcoin Strategy Managed Volatility Fund Class Institutional
BTCVX Mutual Fund Overview
BTCVX Mutual Fund (Vest Bitcoin Strategy Managed Volatility Fund Class Institutional) is managed by CBOE Vest with $3.4M in net assets. BTCVX expense ratio is 0.99%, holding 2 positions across sectors including Financials. Inception date: 2021-08-13.
BTCVX performance shows a YTD return of -9.31%. The 1-year return is -26.38% and the 5-year return is 7.99%. BTCVX dividend yield stands at 14.56%, paid annually.
BTCVX 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 BTCVX holdings, BTCVX sectors, or BTCVX dividends.
BTCVX can be compared against other funds. Use BTCVX overlap to find shared positions, or BTCVX vs another fund for a side-by-side view. BTCVX alternatives are available via the screener, along with tax-loss harvesting opportunities.