BUMGX – Vest US Large Cap 10% Buffer Strats Inv Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund will invest at least 80% of the value of its net assets (the “80% Test”) in a portfolio, or other investment companies that hold a portfolio, of FLEX Options linked to the index and that are designed to replicate the returns of the twelve 10% Buffer Strategies. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BUMGX	Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares	No Load	Open	—	—	Dec 7, 2016	$14.45M	1.200%	Below Average	$1,000	−$11.01M
BUIGX	Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Shares	Institutional	Open	—	—	Aug 23, 2016	$282.89M	0.950%	Below Average	$100,000	−$9.53M
BUYGX	Vest US Large Cap 10% Buffer Strategies Fund Class Y Shares	Institutional	Open	—	—	Jul 24, 2018	$113.43M	0.700%	Low	$10M	−$17.17M
BUAGX	Vest US Large Cap 10% Buffer Strategies Fund Class A Shares	Front Load	Open	—	—	Jul 24, 2018	$6.94M	1.200%	Below Average	$1,000	$734,360.52
BUCGX	Vest US Large Cap 10% Buffer Strategies Fund Class C Shares	Level Load	Open	—	—	Jul 24, 2018	$5.37M	1.950%	Below Average	$1,000	$20,836.05

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