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 Mutual Funds List

1 to 18 of 18 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Vest S&P 500 Dividend Aristocrats Target Income Fund Institutional ClassKNGIXDerivative Income
5.49%670.950%Below AverageInstitutional$100,000
Vest S&P 500 Dividend Aristocrats Target Income Fund Class YKNGYXDerivative Income
5.66%670.700%LowInstitutional$10M
Vest S&P 500 Dividend Aristocrats Target Income Fund Investor ClassKNGLXDerivative Income
5.30%681.200%Below AverageNo Load$1,000
Vest S&P 500 Dividend Aristocrats Target Income Fund Class AKNGAXDerivative Income
5.30%681.200%Below AverageFront Load$1,000
Vest S&P 500 Dividend Aristocrats Target Income Fund Class CKNGCXDerivative Income
4.71%701.950%Below AverageLevel Load$1,000
Vest US Large Cap 20% Buffer Strategies Fund Investor Class SharesENGLXDefined Outcome——6.11%741.200%Below AverageNo Load$1,000
Vest US Large Cap 10% Buffer Strategies Fund Class Institutional SharesBUIGXDefined Outcome—
10.10%290.950%Below AverageInstitutional$100,000
Vest Bitcoin Strategy Managed Volatility Fund Investor Class SharesBTCLXDigital Assets——−1.40%281.240%AverageNo Load$1,000
Vest US Large Cap 20% Buffer Strategies Fund Class A SharesENGAXDefined Outcome——6.06%741.200%Below AverageFront Load$1,000
Vest US Large Cap 10% Buffer Strategies Fund Class C SharesBUCGXDefined Outcome—
9.28%391.950%Below AverageLevel Load$1,000
Vest US Large Cap 20% Buffer Strategies Fund Class C SharesENGCXDefined Outcome——5.53%761.950%Below AverageLevel Load$1,000
Vest US Large Cap 20% Buffer Strategies Fund Institutional Class SharesENGIXDefined Outcome——6.37%720.950%Below AverageInstitutional$100,000
Vest US Large Cap 10% Buffer Strategies Fund Class Y SharesBUYGXDefined Outcome—
10.30%250.700%LowInstitutional$10M
Vest US Large Cap 10% Buffer Strategies Fund Class A SharesBUAGXDefined Outcome—
9.91%311.200%Below AverageFront Load$1,000
Vest Bitcoin Strategy Managed Volatility Fund Institutional Class SharesBTCVXDigital Assets——−1.24%270.990%HighInstitutional$100,000
Vest Bitcoin Strategy Managed Volatility Fund Class Y SharesBTCYXDigital Assets——−1.18%250.890%LowInstitutional$10M
Vest US Large Cap 10% Buffer Strategies Fund Class Investor SharesBUMGXDefined Outcome—
9.87%311.200%Below AverageNo Load$1,000
Vest US Large Cap 20% Buffer Strategies Fund Class Y SharesENGYXDefined Outcome——6.54%710.700%LowInstitutional$10M

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

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

  • 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.

  • 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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