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BUYGX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Vest US Large Cap 10% Buffer Strats Y (BUYGX) Ownership - Who owns Vest US Large Cap 10% Buffer Strats Y?

The investment seeks to provide investors with capital appreciation... Show more

Profile

Category
Defined Outcome
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com

Details

Group
Alternative Funds
Category
Unknown
Total Expense Ratio
0.70
Min. Initial Investment
10000000.00
Fund Existence
almost 7 years
Turnover
54.65
Front Load
N/A
Net Assets
392331680.00
Manager Tenure
N/A

Fundamentals

BUYGX
Net Assets
392M
Fund Existence
almost 7 years
Turnover
54.65
Total Expense Ratio
0.70
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
10000000
Min. Initial Investment IRA
N/A
Morningstar Category
Defined Outcome
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.95
Assets in Top Ten Holdings
458M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
111M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.71
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
18.00
Number of Net Holdings
42.00
Number of Short Holdings
24.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
100.44%
Gain YTD
3.397
Annual Yield % from dividends
0.00
Returns for 1 year
9.03
Returns for 3 years
45.63
Returns for 5 years
66.57
Returns for 10 years
N/A
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General Information

Category Unknown

Profile
Fundamentals
Details
Category
Defined Outcome
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com