ENGLX Mutual Fund
ENGLX Mutual Fund
Vest US Large Cap 20% Buffer Strategies Fund Investor Class
ENGLX Mutual Fund Overview
ENGLX Mutual Fund (Vest US Large Cap 20% Buffer Strategies Fund Investor Class) is managed by CBOE Vest with $11.8M in net assets. ENGLX expense ratio is 1.20%, holding 39 positions across sectors including Other, Financials. Inception date: 2017-01-31.
ENGLX performance shows a YTD return of 4.02%. The 1-year return is 9.36% and the 5-year return is 18.28%.
ENGLX top holdings include Stripe Inc (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%), Freddie Mac Pool Sd8212 2.50% 5/1/2052 (0.4%), Put State Street Spdr 02/17/2027 P686.28 (0.3%). View all ENGLX holdings, sector breakdown, or dividend history.
ENGLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ENGLX alternatives are available via the screener, along with tax-loss harvesting opportunities.