ENGRX Mutual Fund

ENGRX Mutual Fund

NAV$8.62
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Fund Essentials

Net Assets
$8.62
Expense Ratio
0.49%
Dividend Yield (Current)
-
Holdings
39
Inception Date
May 1, 2024
Fund Family
CBOE Vest
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+8.27%
1 Year+12.79%

Asset Allocation

Cash: 0.62%
Other: 99.38%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ENGRX Mutual Fund Overview

ENGRX Mutual Fund (Vest US Large Cap 20% Buffer Strategies Fund Class R) is managed by CBOE Vest with $8.62 in net assets. ENGRX expense ratio is 0.49%, holding 39 positions across various sectors. Inception date: 2024-05-01.

ENGRX performance shows a YTD return of 8.27%. The 1-year return is 12.79%.

ENGRX top holdings include a diversified portfolio. Go to all ENGRX holdings, ENGRX sectors, or ENGRX dividends.

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