ENGLX Mutual Fund

ENGLX Mutual Fund (Vest US Large Cap 20% Buffer Strategies Fund Investor Class) is managed by CBOE Vest with $12.1M in net assets. ENGLX expense ratio is 1.20%, holding 39 positions across sectors including Financials. Inception date: 2017-01-31.

ENGLX performance shows a YTD return of 4.39%. The 1-year return is 8.63% and the 5-year return is 7.39%.

ENGLX top holdings include Stripe Inc (57.0%), Us Bank Na 5.6 12/25/2046 (46.7%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (0.6%), Freddie Mac Pool Sd8212 2.50% 5/1/2052 (0.4%), Put State Street Spdr 02/17/2027 P686.28 (0.3%). Go to all ENGLX holdings, ENGLX sectors, or ENGLX dividends.

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