BUAGX Mutual Fund
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 $7.1M in net assets. BUAGX expense ratio is 1.20%, holding 41 positions across sectors including Financials. Inception date: 2018-07-24.
BUAGX performance shows a YTD return of 6.63%. The 1-year return is 12.99% and the 5-year return is 8.72%.
BUAGX top holdings include Duke Energy Florida Llc Duk 5 7/8 11/15/33 (63.1%), Cape Girardeau Cnty Mo Indl Dev Auth Health Carefacs Rev 4.0% 01-Mar-2046 (18.0%), Ohio Water Development Authori 01-Dec-2032 (11.4%), Call Spdr S&P 500 Etf 02/16/2028 C68.33 (9.2%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (0.5%). Go to all BUAGX holdings, BUAGX sectors, or BUAGX dividends.
BUAGX can be compared against other funds. Use BUAGX overlap to find shared positions, or BUAGX vs another fund for a side-by-side view. BUAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.