Morningstar

vest Mutual Funds

View all of vest’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

vest Funds List

Share Class Type

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 ABUAGXOptions Trading12.65%411.200%Below AverageFront Load$1,000
Vest US Large Cap 10% Buffer Strats InvBUMGXOptions Trading12.60%421.200%AverageNo Load$1,000
Vest US Large Cap 10% Buffer Strats RBURGXOptions Trading——0.490%Above AverageRetirement, Large$0
Vest US Large Cap 10% Buffer Strats YBUYGXOptions Trading13.00%370.700%Below AverageInstitutional$10.0 Mil
Vest US Large Cap 10% Buffer StratsInstlBUIGXOptions Trading12.84%380.950%AverageInstitutional$100,000
Vest US Large Cap 20% Buffer Strats AENGAXOptions Trading8.14%771.200%Below AverageFront Load$1,000
Vest US Large Cap 20% Buffer Strats InstENGIXOptions Trading8.50%750.950%AverageInstitutional$100,000
Vest US Large Cap 20% Buffer Strats InvENGLXOptions Trading8.32%761.200%AverageNo Load$1,000
Vest US Large Cap 20% Buffer Strats RENGRXOptions Trading——0.490%Above AverageRetirement, Large$0
Vest US Large Cap 20% Buffer Strats YENGYXOptions Trading8.59%740.700%Below AverageInstitutional$10.0 Mil
Vest S&P500 Div Aristocrats Trgt Inc AKNGAXDerivative Income10.46%661.200%LowFront Load$1,000
Vest S&P500 Div Aristocrats Trgt Inc CKNGCXDerivative Income9.90%721.950%Below AverageLevel Load$1,000
Vest S&P500 Div Aristocrats Trgt Inc InsKNGIXDerivative Income10.77%650.950%LowInstitutional$100,000
Vest S&P500 Div Aristocrats Trgt Inc InvKNGLXDerivative Income10.46%661.200%Below AverageNo Load$1,000
Vest S&P500 Div Aristocrats Trgt IncYKNGYXDerivative Income10.95%630.700%LowInstitutional$10.0 Mil
Vest US Large Cap 10% Buffer Strats CBUCGXOptions Trading12.03%471.950%Below AverageLevel Load$1,000
Vest US Large Cap 20% Buffer Strats CENGCXOptions Trading7.63%791.950%Below AverageLevel Load$1,000
Vest S&P500 Div Aristocrats Trgt Inc RKNGRXDerivative Income——0.490%LowRetirement, Large$0
Vest Bitcoin Strategy Mgd Vol InsBTCVXDigital Assets——40.90%90.990%AverageInstitutional$100,000
Vest Bitcoin Strategy Mgd Vol InvBTCLXDigital Assets——40.81%101.240%HighNo Load$1,000
Vest Bitcoin Strategy Mgd Vol RBTCRXDigital Assets————0.490%LowRetirement, Large$0
Vest Bitcoin Strategy Mgd Vol YBTCYXDigital Assets——41.01%80.890%LowInstitutional$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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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