ENGYX – Vest US Large Cap 20% Buffer Strats Y 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 20% 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
ENGLX	Vest US Large Cap 20% Buffer Strategies Fund Investor Class Shares	No Load	Open	—	—	Jan 31, 2017	$12.26M	1.200%	Below Average	$1,000	−$2.73M
ENGIX	Vest US Large Cap 20% Buffer Strategies Fund Institutional Class Shares	Institutional	Open	—	—	Dec 21, 2016	$79.05M	0.950%	Below Average	$100,000	−$3.17M
ENGYX	Vest US Large Cap 20% Buffer Strategies Fund Class Y Shares	Institutional	Open	—	—	Jul 24, 2018	$39.92M	0.700%	Low	$10M	$3.98M
ENGAX	Vest US Large Cap 20% Buffer Strategies Fund Class A Shares	Front Load	Open	—	—	Jan 31, 2017	$2.40M	1.200%	Below Average	$1,000	$1.24M
ENGCX	Vest US Large Cap 20% Buffer Strategies Fund Class C Shares	Level Load	Open	—	—	Jul 24, 2018	$2.27M	1.950%	Below Average	$1,000	−$1.35M

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