ENGIX Mutual Fund
ENGIX Mutual Fund
ENGIX Mutual Fund
Vest US Large Cap 20% Buffer Strategies Fund Institutional Class
ENGIX Mutual Fund Overview
ENGIX Mutual Fund (Vest US Large Cap 20% Buffer Strategies Fund Institutional Class) is managed by CBOE Vest with $85.6M in net assets. ENGIX expense ratio is 0.95%, holding 39 positions across sectors including Financials. Inception date: 2016-12-21.
ENGIX performance shows a YTD return of 4.48%. The 1-year return is 8.83% and the 5-year return is 6.98%.
ENGIX 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 ENGIX holdings, ENGIX sectors, or ENGIX dividends.
ENGIX can be compared against other funds. Use ENGIX overlap to find shared positions, or ENGIX vs another fund for a side-by-side view. ENGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.