BURGX Mutual Fund

BURGX Mutual Fund

NAV$27.46

Fund Essentials

Net Assets
$27.46
Expense Ratio
0.49%
Dividend Yield (Current)
-
Holdings
41
Inception Date
May 1, 2024
Fund Family
CBOE Vest
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+9.62%
1 Year+15.66%

Asset Allocation

Cash: 0.54%
Other: 99.46%

Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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BURGX Mutual Fund Overview

BURGX Mutual Fund (Vest US Large Cap 10% Buffer Strategies Fund Class R) is managed by CBOE Vest with $27.46 in net assets. BURGX expense ratio is 0.49%, holding 41 positions across various sectors. Inception date: 2024-05-01.

BURGX performance shows a YTD return of 9.62%. The 1-year return is 15.66%.

BURGX top holdings include a diversified portfolio. View all BURGX holdings, sector breakdown, or dividend history.

BURGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BURGX alternatives are available via the screener, along with tax-loss harvesting opportunities.