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 $78.5M in net assets. ENGIX expense ratio is 0.95%, holding 39 positions across sectors including Other, Financials. Inception date: 2016-12-21.
ENGIX performance shows a YTD return of 4.12%. The 1-year return is 9.68% and the 5-year return is 17.57%.
ENGIX top holdings include Bank Of America - Netflix Inc 12.01 02 0 2027-02-01 (57.0%), Prosus Nv 3.680 01/21/2030 3.68 2030-01-21 (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%), Currency Contract - USD (0.3%). View all ENGIX holdings, sector breakdown, or dividend history.
ENGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ENGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.