ENGYX Mutual Fund
ENGYX Mutual Fund
ENGYX Mutual Fund
Vest US Large Cap 20% Buffer Strategies Fund Class Y
ENGYX Mutual Fund Overview
ENGYX Mutual Fund (Vest US Large Cap 20% Buffer Strategies Fund Class Y) is managed by CBOE Vest with $38.4M in net assets. ENGYX expense ratio is 0.70%, holding 39 positions across sectors including Financials. Inception date: 2018-07-24.
ENGYX performance shows a YTD return of 5.73%. The 1-year return is 8.98% and the 5-year return is 7.08%.
ENGYX 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 ENGYX holdings, ENGYX sectors, or ENGYX dividends.
ENGYX can be compared against other funds. Use ENGYX overlap to find shared positions, or ENGYX vs another fund for a side-by-side view. ENGYX alternatives are available via the screener, along with tax-loss harvesting opportunities.