Vest Bitcoin Strategy Managed Volatility Fund Class Y Shares
BTCYX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
There are no holdings to display.
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
--
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
--
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
CBOE Vest
Manager/Tenure
(Years)
(Years)
Karan Sood (4), Trevor Lack (1)
Website
Address
CBOE Vest
Richmond VA - 23235
Richmond VA - 23235
Country
United States
Phone Number
855-505-8378
Investment Strategy
The investment seeks total return. The advisor seeks to achieve total return by constructing a dynamic portfolio with the aim of both managing the volatility of the fund and reducing the impact on the fund’s portfolio of significant market downturns during periods of high volatility in the price of Bitcoin. The advisor seeks to achieve these objectives by allocating its assets among a range of options contracts that will utilize as their reference asset instruments that provide exposure to the returns of Bitcoin. The fund is non-diversified.