Vest US Large Cap 20% Buffer Strategies Fund Class Institutional Shares (ENGIX) Research
Under typical market conditions, this fund commits a minimum of 80% of its net assets – a requirement known as the '80% Test' – to a portfolio primarily composed of FLEX Options. These options are linked to a specific index and are strategically designed to replicate the returns generated by the twelve 20% Buffer Strategies. The fund may hold these FLEX Options directly or invest in other companies that hold similar portfolios of such options. It operates as a non-diversified fund.
Market snapshot
- Symbol
- ENGIX
- Price
- $8.83
- Day change
- +0.23%
- Market cap
- $129.3M
- 52-week range
- 7.92-8.84
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock Long-Term Municipal Advantage Trust (BTA)
- Catalyst Dynamic Alpha Fund Class I (CPEIX)
- Eaton Vance Focused Growth Opportunities Fund Class A (EAFGX)
- Vest US Large Cap 20% Buffer Strategies Fund Class Investor Shares (ENGLX)
- John Hancock ESG Large Cap Core Fund Class A (JHJAX)
- Morgan Stanley Institutional Fund Inc. - Emerging Markets Leaders Portfolio Class I (MELIX)
- Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX)
- Polen International Growth Institutional (POIIX)
Open Vest US Large Cap 20% Buffer Strategies Fund Class Institutional Shares (ENGIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.