Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class (BUIGX) Research

Under typical market conditions, this fund allocates a minimum of 80% of its net assets—a threshold referred to as the "80% Test"—to a portfolio of FLEX Options, or to other investment companies that hold such options. These options are linked to an underlying index and are specifically designed to replicate the performance of twelve distinct 10% Buffer Strategies. It is important to note that this fund is structured as a non-diversified investment.

Market snapshot

Symbol
BUIGX
Price
$23.82
Day change
+0.59%
Market cap
$417.8M
52-week range
20.24-23.88
Sector
Financial Services
Industry
Asset Management

Peer companies

  • William Blair Emerging Markets Small Cap Growth Fund Class I (BESIX)
  • Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares (BUMGX)
  • FAM Small Cap Fund Investor Class (FAMFX)
  • Meeder Balanced Retail (FLDFX)
  • Huber Select Large Cap Value Fund Institutional Class (HULEX)
  • Victory RS Small Cap Growth Fund - Class A (RSEGX)
  • Victory RS Small Cap Growth Fund - Class Y (RSYEX)
  • Segall Bryant & Hamill Small Cap Value Fund Retail Class (SBRVX)

Open Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class (BUIGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.