vest Mutual Funds
vest Funds List
1 to 22 of 22 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Vest US Large Cap 10% Buffer Strats A | BUAGX | Options Trading | 12.65% | 41 | 1.200% | Below Average | Front Load | $1,000 | ||
Vest US Large Cap 10% Buffer Strats Inv | BUMGX | Options Trading | 12.60% | 42 | 1.200% | Average | No Load | $1,000 | ||
Vest US Large Cap 10% Buffer Strats R | BURGX | Options Trading | — | — | 0.490% | Above Average | Retirement, Large | $0 | ||
Vest US Large Cap 10% Buffer Strats Y | BUYGX | Options Trading | 13.00% | 37 | 0.700% | Below Average | Institutional | $10.0 Mil | ||
Vest US Large Cap 10% Buffer StratsInstl | BUIGX | Options Trading | 12.84% | 38 | 0.950% | Average | Institutional | $100,000 | ||
Vest US Large Cap 20% Buffer Strats A | ENGAX | Options Trading | 8.14% | 77 | 1.200% | Below Average | Front Load | $1,000 | ||
Vest US Large Cap 20% Buffer Strats Inst | ENGIX | Options Trading | 8.50% | 75 | 0.950% | Average | Institutional | $100,000 | ||
Vest US Large Cap 20% Buffer Strats Inv | ENGLX | Options Trading | 8.32% | 76 | 1.200% | Average | No Load | $1,000 | ||
Vest US Large Cap 20% Buffer Strats R | ENGRX | Options Trading | — | — | 0.490% | Above Average | Retirement, Large | $0 | ||
Vest US Large Cap 20% Buffer Strats Y | ENGYX | Options Trading | 8.59% | 74 | 0.700% | Below Average | Institutional | $10.0 Mil | ||
Vest S&P500 Div Aristocrats Trgt Inc A | KNGAX | Derivative Income | 10.46% | 66 | 1.200% | Low | Front Load | $1,000 | ||
Vest S&P500 Div Aristocrats Trgt Inc C | KNGCX | Derivative Income | 9.90% | 72 | 1.950% | Below Average | Level Load | $1,000 | ||
Vest S&P500 Div Aristocrats Trgt Inc Ins | KNGIX | Derivative Income | 10.77% | 65 | 0.950% | Low | Institutional | $100,000 | ||
Vest S&P500 Div Aristocrats Trgt Inc Inv | KNGLX | Derivative Income | 10.46% | 66 | 1.200% | Below Average | No Load | $1,000 | ||
Vest S&P500 Div Aristocrats Trgt IncY | KNGYX | Derivative Income | 10.95% | 63 | 0.700% | Low | Institutional | $10.0 Mil | ||
Vest US Large Cap 10% Buffer Strats C | BUCGX | Options Trading | 12.03% | 47 | 1.950% | Below Average | Level Load | $1,000 | ||
Vest US Large Cap 20% Buffer Strats C | ENGCX | Options Trading | 7.63% | 79 | 1.950% | Below Average | Level Load | $1,000 | ||
Vest S&P500 Div Aristocrats Trgt Inc R | KNGRX | Derivative Income | — | — | 0.490% | Low | Retirement, Large | $0 | ||
Vest Bitcoin Strategy Mgd Vol Ins | BTCVX | Digital Assets | — | — | 40.90% | 9 | 0.990% | Average | Institutional | $100,000 |
Vest Bitcoin Strategy Mgd Vol Inv | BTCLX | Digital Assets | — | — | 40.81% | 10 | 1.240% | High | No Load | $1,000 |
Vest Bitcoin Strategy Mgd Vol R | BTCRX | Digital Assets | — | — | — | — | 0.490% | Low | Retirement, Large | $0 |
Vest Bitcoin Strategy Mgd Vol Y | BTCYX | Digital Assets | — | — | 41.01% | 8 | 0.890% | Low | Institutional | $10.0 Mil |
vest Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank