BUMGX Mutual Fund

BUMGX Mutual Fund (Vest US Large Cap 10% Buffer Strategies Fund Investor Class) is managed by CBOE Vest with $14.8M in net assets. BUMGX expense ratio is 1.20%, holding 41 positions across sectors including Financials. Inception date: 2016-12-07.

BUMGX performance shows a YTD return of 6.59%. The 1-year return is 12.95% and the 5-year return is 8.72%.

BUMGX top holdings include Call Spdr S&P 500 Etf 05/19/2027 C0.01 (63.1%), Us Dollars (18.0%), IRS EUR 2.97000 12/15/23-10Y LCH (11.4%), Sold Nzd /bought Usd (9.2%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (0.5%). Go to all BUMGX holdings, BUMGX sectors, or BUMGX dividends.

BUMGX can be compared against other funds. Use BUMGX overlap to find shared positions, or BUMGX vs another fund for a side-by-side view. BUMGX alternatives are available via the screener, along with tax-loss harvesting opportunities.