Mutual Funds

CBOE Vest Funds

Exchange Hours Website
9:30 - 15:59 ET www.cboevest.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
CBOE VEST ALTERNATIVE INCOME FUND VDDLX USD 1,000 USD 1,000 N/A N/A INVESTOR Yes
CBOE VEST ALTERNATIVE INCOME FUND VDDIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes
CBOE VEST S&P 500 BUFFER STRATEGY FUND BUMGX USD 1,000 USD 1,000 N/A N/A INVESTOR Yes
CBOE VEST S&P 500 BUFFER STRATEGY FUND BUIGX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes
CBOE VEST S&P 500 ENHANCED GROWTH STRATEGY ENGLX USD 1,000 USD 1,000 N/A N/A INVESTOR Yes
CBOE VEST S&P 500 ENHANCED GROWTH STRATEGY ENGIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes
CBOE VEST S&P 500 ENHANCED GROWTH STRATEGY FUND ENGAX USD 1,000 USD 1,000 N/A N/A A Yes
CBOE VEST S&P 500 ENHANCED GROWTH STRATEGY FUND ENGCX USD 1,000 USD 1,000 N/A N/A C Yes
CBOE VEST S&P 500 BUFFER STRATEGY FUND BUAGX USD 1,000 USD 1,000 N/A N/A A Yes
CBOE VEST S&P 500 BUFFER STRATEGY FUND BUCGX USD 1,000 USD 1,000 N/A N/A C Yes
CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME FUND KNGAX USD 1,000 USD 1,000 N/A N/A A Yes
CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME FUND KNGCX USD 1,000 USD 1,000 N/A N/A C Yes
CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME FUND KNGLX USD 1,000 USD 1,000 N/A N/A INVESTOR Yes
CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME FUND KNGIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes
CBOE VEST S&P 500 ENHANCE AND BUFFER FUND MRALX USD 1,000 USD 1,000 N/A N/A INVESTOR Yes
CBOE VEST S&P 500 ENHANCE AND BUFFER FUND MRAYX USD 10,000,000 USD 10,000,000 N/A N/A Y Yes
CBOE VEST BITCOIN STRATEGY MANAGED VOLATILITY FUND BTCLX USD 1,000 USD 1,000 N/A N/A INVESTOR Yes
CBOE VEST BITCOIN STRATEGY MANAGED VOLATILITY FUND BTCVX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes
CBOE VEST BITCOIN STRATEGY MANAGED VOLATILITY FUND BTCYX USD 30,000,000 USD 30,000,000 N/A N/A Y Yes

Notes:

  1. Advisor minimums may be lower.