ENGAX Mutual Fund
ENGAX Mutual Fund
ENGAX Mutual Fund
Vest US Large Cap 20% Buffer Strategies Fund Class A
ENGAX Mutual Fund Overview
ENGAX Mutual Fund (Vest US Large Cap 20% Buffer Strategies Fund Class A) is managed by CBOE Vest with $2.4M in net assets. ENGAX expense ratio is 1.20%, holding 39 positions across sectors including Financials. Inception date: 2017-01-31.
ENGAX performance shows a YTD return of 4.42%. The 1-year return is 8.53% and the 5-year return is 6.70%.
ENGAX top holdings include Call Spdr S&P 500 Etf 05/19/2027 C0.02 (57.0%), Call Spdr S&P 500 Etf 04/21/2027 C0.02 (46.7%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (0.6%), Put State Street Spdr 04/21/2027 P699.93 (0.4%), Put State Street Spdr 02/17/2027 P686.28 (0.3%). Go to all ENGAX holdings, ENGAX sectors, or ENGAX dividends.
ENGAX can be compared against other funds. Use ENGAX overlap to find shared positions, or ENGAX vs another fund for a side-by-side view. ENGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.