Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class

Frequently Asked Questions About BUIGX

What does BUIGX invest in?

Under typical market conditions, this fund allocates a minimum of 80% of its net assets—a threshold referred to as the "80% Test"—to a portfolio of FLEX Options, or to other investment companies that hold such options. These options are linked to an underlying index and are specifically designed to replicate the performance of twelve distinct 10% Buffer Strategies. It is important to note that this fund is structured as a non-diversified investment.

What is the expense ratio of BUIGX?

Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class (BUIGX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BUIGX?

Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class (BUIGX) manages $419.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BUIGX actively managed or an index fund?

BUIGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BUIGX launched?

Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class (BUIGX) launched in August 2016 and is managed by the fund issuer.

How has BUIGX performed?

BUIGX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.