BUCGX Mutual Fund
BUCGX Mutual Fund
BUCGX Mutual Fund
Vest US Large Cap 10% Buffer Strategies Fund Class C
BUCGX Mutual Fund Overview
BUCGX Mutual Fund (Vest US Large Cap 10% Buffer Strategies Fund Class C) is managed by CBOE Vest with $4.8M in net assets. BUCGX expense ratio is 1.95%, holding 41 positions across sectors including Financials. Inception date: 2018-07-24.
BUCGX performance shows a YTD return of 6.10%. The 1-year return is 12.08% and the 5-year return is 7.91%.
BUCGX top holdings include Long: Sl3x1uxf3 Irs Usd R V 00mcpurn Cpurnsa0.00bps / Short: Sl3x1uxf3 Irs Usd P F 2.75000 (63.1%), Park Intermediate Holdings, Llc 5.875% 10/1/2028 (18.0%), Call Spdr S&P 500 Etf 04/21/2027 C0.01 (11.4%), Lme Nickel Future Apr26 (9.2%), Federated Treasury Obligations Fund - Institutional Class (0.5%). Go to all BUCGX holdings, BUCGX sectors, or BUCGX dividends.
BUCGX can be compared against other funds. Use BUCGX overlap to find shared positions, or BUCGX vs another fund for a side-by-side view. BUCGX alternatives are available via the screener, along with tax-loss harvesting opportunities.