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

Frequently Asked Questions About ENGLX

What does ENGLX invest in?

This fund aims to generate capital appreciation for investors. Typically, under standard market conditions, it allocates at least 80% of its net assets to a collection of FLEX Options, or to other pooled investment vehicles holding these options. These FLEX Options are linked to an underlying index and are specifically designed to mirror the outcomes of twelve distinct 20% Buffer Strategies. It is important to note that this fund operates as a non-diversified investment.

What is the expense ratio of ENGLX?

Vest US Large Cap 20% Buffer Strategies Fund Class Investor Shares (ENGLX) charges an expense ratio of 1.20%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ENGLX?

Vest US Large Cap 20% Buffer Strategies Fund Class Investor Shares (ENGLX) manages $134.7M 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 ENGLX actively managed or an index fund?

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

When was ENGLX launched?

Vest US Large Cap 20% Buffer Strategies Fund Class Investor Shares (ENGLX) launched in February 2017 and is managed by the fund issuer.

How has ENGLX performed?

ENGLX'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.