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 Other, Financials. Inception date: 2018-07-24.
BUCGX performance shows a YTD return of 5.86%. The 1-year return is 13.55% and the 5-year return is 8.02%.
BUCGX top holdings include Cae Inc Us Cfd (63.1%), Columbia Short Term Cash Fund (18.0%), Call Spdr S&P 500 Etf 04/21/2027 C0.01 (11.4%), Lme Nickel Future Apr26 (9.2%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (0.5%). View all BUCGX holdings, sector breakdown, or dividend history.
BUCGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BUCGX alternatives are available via the screener, along with tax-loss harvesting opportunities.