- What does BUMGX invest in?
- The fund's objective is to achieve capital growth for its investors. Typically, it allocates at least 80% of its net assets to a collection of FLEX Options, or to other investment vehicles holding such options. These FLEX Options are connected to an underlying index and are specifically structured to mirror the performance of twelve distinct 10% Buffer Strategies. The fund is not diversified.
- What is the expense ratio of BUMGX?
- Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares (BUMGX) charges an expense ratio of 1.20%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BUMGX?
- Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares (BUMGX) manages $420.7M 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 BUMGX actively managed or an index fund?
- BUMGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BUMGX launched?
- Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares (BUMGX) launched in December 2016 and is managed by the fund issuer.
- How has BUMGX performed?
- BUMGX'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.
