U
Vest US Large Cap 10% Buffer Strategies Fund Class R Shares BURGX
NASDAQ
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Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
Minimum Initial Investment
0
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Cash
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Other
Services Offered
Qualified Investment, Phone Exchange, Wire Redemption
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Performance
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Company Information
Provider
CBOE Vest
Manager/Tenure
(Years)
Karan Sood (8), Trevor Lack (0)
Address
CBOE Vest
Richmond VA - 23235
Country
United States
Phone Number
855-505-8378
Investment 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.