Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 20% Buffer Strats Inv | ENGLX | Options Trading | 4.38% | 66 | 1.200% | Average | No Load | $1,000 | ||
| Vest US Large Cap 20% Buffer Strats Y | ENGYX | Options Trading | 4.43% | 66 | 0.700% | Below Average | Institutional | $10.0 Mil | ||
| Vest US Large Cap 10% Buffer Strats Y | BUYGX | Options Trading | 7.01% | 19 | 0.700% | Below Average | Institutional | $10.0 Mil | ||
| Vest US Large Cap 10% Buffer StratsInstl | BUIGX | Options Trading | 6.91% | 24 | 0.950% | Average | Institutional | $100,000 | ||
| Vest US Large Cap 20% Buffer Strats A | ENGAX | Options Trading | 3.77% | 69 | 1.200% | Below Average | Front Load | $1,000 | ||
| Vest US Large Cap 20% Buffer Strats Inst | ENGIX | Options Trading | 4.39% | 66 | 0.950% | Average | Institutional | $100,000 | ||
| Vest S&P500 Div Aristocrats Trgt Inc A | KNGAX | Derivative Income | 6.77% | 50 | 1.200% | Low | Front Load | $1,000 | ||
| Vest S&P500 Div Aristocrats Trgt Inc C | KNGCX | Derivative Income | 6.64% | 51 | 1.950% | Low | Level Load | $1,000 | ||
| Vest S&P500 Div Aristocrats Trgt Inc Ins | KNGIX | Derivative Income | 4.30% | 91 | 0.950% | Low | Institutional | $100,000 | ||
| Vest S&P500 Div Aristocrats Trgt Inc Inv | KNGLX | Derivative Income | 6.78% | 48 | 1.200% | Low | No Load | $1,000 | ||
| Vest S&P500 Div Aristocrats Trgt IncY | KNGYX | Derivative Income | 4.60% | 80 | 0.700% | Low | Institutional | $10.0 Mil | ||
| Vest US Large Cap 10% Buffer Strats A | BUAGX | Options Trading | 6.82% | 26 | 1.200% | Below Average | Front Load | $1,000 | ||
| Vest US Large Cap 10% Buffer Strats C | BUCGX | Options Trading | 6.50% | 28 | 1.950% | Below Average | Level Load | $1,000 | ||
| Vest US Large Cap 10% Buffer Strats Inv | BUMGX | Options Trading | 6.83% | 26 | 1.200% | Average | No Load | $1,000 | ||
| Vest US Large Cap 20% Buffer Strats C | ENGCX | Options Trading | 4.13% | 71 | 1.950% | Below Average | Level Load | $1,000 | ||
| Vest Bitcoin Strategy Mgd Vol Ins | BTCVX | Digital Assets | — | — | 43.57% | 16 | 0.990% | Average | Institutional | $100,000 |
| Vest Bitcoin Strategy Mgd Vol Inv | BTCLX | Digital Assets | — | — | 40.75% | 14 | 1.240% | High | No Load | $1,000 |
| Vest Bitcoin Strategy Mgd Vol R | BTCRX | Digital Assets | — | — | — | — | 0.490% | — | — | — |
| Vest Bitcoin Strategy Mgd Vol Y | BTCYX | Digital Assets | — | — | 43.65% | 11 | 0.890% | Low | Institutional | $10.0 Mil |
| Vest S&P500 Div Aristocrats Trgt Inc R | KNGRX | Derivative Income | — | — | — | 0.490% | — | — | — | |
| Vest US Large Cap 10% Buffer Strats R | BURGX | Options Trading | — | — | — | 0.490% | — | — | — | |
| Vest US Large Cap 20% Buffer Strats R | ENGRX | Options Trading | — | — | — | 0.490% | — | — | — |
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 Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank