Vest US Large Cap 20% Buffer Strategies Fund Class Institutional Shares

Frequently Asked Questions About ENGIX

What does ENGIX invest in?

Under normal market conditions, the fund will invest at least 80% of the value of its net assets (the “80% Test”) in a portfolio, or other investment companies that hold a portfolio, of FLEX Options linked to the index and that are designed to replicate the returns of the twelve 20% Buffer Strategies. The fund is non-diversified.

What is the expense ratio of ENGIX?

Vest US Large Cap 20% Buffer Strategies Fund Class Institutional Shares (ENGIX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ENGIX?

Vest US Large Cap 20% Buffer Strategies Fund Class Institutional Shares (ENGIX) manages $135.0M 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 ENGIX actively managed or an index fund?

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

When was ENGIX launched?

Vest US Large Cap 20% Buffer Strategies Fund Class Institutional Shares (ENGIX) launched in December 2016 and is managed by the fund issuer.

How has ENGIX performed?

ENGIX'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.