BTCVX – Vest Bitcoin Strategy Mgd Vol Ins Fund Stock Price | Morningstar

Morningstar

NAV / 1-Day Return 15.16 / −1.11 %
Total Assets 11.7M
Adj. Expense Ratio

0.990%
Expense Ratio 0.990%
Distribution Fee Level High
Share Class Type Institutional
Category Digital Assets
Investment Style Large Growth
Min. Initial Investment 100,000
Status Open
TTM Yield 19.05%
Turnover 325%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

There is no Morningstar’s Analysis data available.

Portfolio Holdings BTCVX

More BTCVX Holdings

Current Portfolio Date Apr 30, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings —

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Call Cboe Mini Bitcoin 09/16/2026 C.01	79.94	3M	—
Federated Hermes Treasury Obl IS	20.06	815,134	Cash and Equivalents

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