The Vest U.S. Large Cap 10% Buffer Strategies Fund seeks, before fees and expenses, to provide investors with U.S. large-cap equity exposure while attempting to limit downside risk, by investing in a laddered portfolio of 10% Buffer Strategies.
INST
INV
A
C
Y
Morningstar Rating: Overall
★
★
★
★
★
As of 03/31/2024,
230 Funds in Category
Category: Options Trading. Criteria: Risk-adjusted returns.
Read Morningstar criteria
Target 20% Buffer
The Vest U.S. Large Cap 20% Buffer Strategies Fund seeks, before fees and expenses, to provide investors with U.S. large-cap equity exposure while attempting to limit downside risk, by investing in a laddered portfolio of 20% Buffer Strategies.
INST
INV
A
C
Y
Morningstar Rating: Overall
★
★
★
★
★
As of 03/31/2024,
230 Funds in Category
Category: Options Trading. Criteria: Risk-adjusted returns.
Read Morningstar criteria
Target Bitcoin Volatility
The Vest Bitcoin Strategy Managed Volatility Fund seeks returns linked to Bitcoin,
while managing its volatility to reduce the impact of severe sustained declines. The Fund invests in exchange traded futures contracts linked to bitcoin; it doesn’t invest directly in bitcoin.
INST
INV
Y
NEW!
Bitcoin-Related Returns with Managed Volatility
Target Income
The Vest S&P 500® Dividend Aristocrats Target Income
Fund seeks to generate an annualized level of distributions, before fees and
expenses, which are approximately 3.5% over the annual dividend yield of the S&P 500
Index, while generating price returns that are proportional to the price returns of the
S&P 500 Index.
INST
INV
A
C
Y
Morningstar Rating: Overall
★
★
★
★
★
As of 03/31/2024,
79 Funds in Category
Category: Derivative Income. Criteria: Risk-adjusted returns.