BUAGX Mutual Fund
BUAGX Mutual Fund
Vest US Large Cap 10% Buffer Strategies Fund Class A
BUAGX Mutual Fund Overview
BUAGX Mutual Fund (Vest US Large Cap 10% Buffer Strategies Fund Class A) is managed by CBOE Vest with $6.9M in net assets. BUAGX expense ratio is 1.20%, holding 41 positions across sectors including Other, Financials. Inception date: 2018-07-24.
BUAGX performance shows a YTD return of 6.31%. The 1-year return is 14.47% and the 5-year return is 8.85%.
BUAGX top holdings include Duke Energy Florida Llc Duk 5 7/8 11/15/33 (63.1%), Reps_24-B B 144A 5.86 11/20/2037 (18.0%), Ohio Water Development Authori 01-Dec-2032 (11.4%), Enterprise Products Operating Llc 3.13%07/31/2029 (9.2%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (0.5%). View all BUAGX holdings, sector breakdown, or dividend history.
BUAGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BUAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.