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Target 10% Buffer

The Cboe Vest U.S. Large Cap 10% Buffer Strategies Fund seeks, before fees and expenses, to provide investors with U.S. large-cap equity exposure while attempting to limit downside risk, by investing in a laddered portfolio of 10% Buffer Strategies.
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Morningstar Rating: Overall
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As of 08/31/2023, 161 Funds in Category
Category: Options Trading. Criteria: Risk-adjusted returns.
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Target 20% Buffer

The Cboe Vest U.S. Large Cap 20% Buffer Strategies Fund seeks, before fees and expenses, to provide investors with U.S. large-cap equity exposure while attempting to limit downside risk, by investing in a laddered portfolio of 20% Buffer Strategies.
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Morningstar Rating: Overall
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As of 08/31/2023, 83 Funds in Category
Category: Derivative Income. Criteria: Risk-adjusted returns.
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Target Bitcoin Volatility

The Cboe Vest Bitcoin Strategy Managed Volatility Fund seeks returns linked to Bitcoin, while managing its volatility to reduce the impact of severe sustained declines. The Fund invests in exchange traded futures contracts linked to bitcoin; it doesn’t invest directly in bitcoin.
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NEW! Bitcoin-Related Returns
with Managed Volatility

Target Income

The Cboe Vest S&P 500® Dividend Aristocrats Target Income Fund seeks to generate an annualized level of distributions, before fees and expenses, which are approximately 3.5% over the annual dividend yield of the S&P 500 Index, while generating price returns that are proportional to the price returns of the S&P 500 Index.
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Morningstar Rating: Overall
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As of 08/31/2023, 83 Funds in Category
Category: Derivative Income. Criteria: Risk-adjusted returns.
Read Morningstar criteria

On February 28, 2022 the Cboe Vest S&P 500® Buffer Strategy Fund and the Cboe Vest S&P 500 ® Enhanced Growth Strategy Fund changed their names to the Cboe Vest U.S. Large Cap 10% and Cboe Vest U.S. Large Cap 20% Buffer Strategies Fund, respectively. Also, on this date, the Fund’s objective and principal strategies changed and, therefore, performance prior to February 28, 2022 represents the Funds’ prior objectives and strategies.

"Laddered portfolio" refers to the fund's portfolio being effectively divided into twelve segments.