ENGYX Mutual Fund

ENGYX Mutual Fund (Vest US Large Cap 20% Buffer Strategies Fund Class Y) is managed by CBOE Vest with $38.5M 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 4.59%. The 1-year return is 9.09% and the 5-year return is 7.21%.

ENGYX top holdings include Currency Contract - USD (57.0%), Japan Government Twenty Year Bond 1.4 2042-12-20 (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%), European Financial Stability Facil Regs 0.7% 1/20/2050 (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.