BUMGX Mutual Fund

NAV$24.25

AUM$15M

TER1.20%

Holdings41

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BUMGX Mutual Fund

NAV$24.25

Vest US Large Cap 10% Buffer Strategies Fund Investor Class

AUM$15M

TER1.20%

Holdings41

See how much of BUMGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing the top 10 of 43 holdings · as of Jul 31, 2026

Top 10 weight

102.90%

BUMGX top 10 holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	—	Call Spdr S&P 500 Etf 05/19/2027 C0.01	63.58%	63.6%	3,578	$266.96M	-	-
2	—	Call Spdr S&P 500 Etf 02/16/2028 C68.33	13.52%	77.1%	842	$56.76M	-	-
3	SPY	Spdr S&p 500 ETF TrustFinancials · Diversified Financial Services	13.38%	90.5%	75,200	$56.18M	Financials	Diversified Financial Services
4	—	Call Spdr S&P 500 Etf 04/21/2027 C0.01	9.19%	99.7%	518	$38.61M	-	-
5	Debt	Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b)Financials · Capital Markets	1.38%	101.0%	5,797,101	$5.80M	Financials	Capital Markets
6	—	Put State St 500 Etf 07/21/2027 P754.81	0.47%	101.5%	475	$1.96M	-	-
7	—	Put State St Spdr Etf 06/16/2027 P740.96	0.40%	101.9%	475	$1.66M	-	-
8	—	Put State St Etf 05/19/2027 P741.25	0.38%	102.3%	475	$1.59M	-	-
9	—	Call Statest S&P 500 Etf 03/17/27 C777.5	0.34%	102.6%	475	$-1437054	-	-
10	—	Put State St 500 Etf 07/21/2027 P679.33	0.26%	102.9%	475	$-1110060	-	-
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Themes in the top 10

ETF ProvidersAsset ManagementMarket InfrastructureInterest RatesInflation ProtectionGlobal Banking

BUMGX Mutual Fund Top Holdings

BUMGX holdings top 10 positions. The top 10 holdings account for 102.9% of the fund, led by Call Spdr S&P 500 Etf 05/19/2027 C0.01 at 63.6%, Call Spdr S&P 500 Etf 02/16/2028 C68.33 at 13.5%, Spdr S&p 500 ETF Trust at 13.4%.

BUMGX portfolio concentration is relatively high, with the top 10 representing 102.9% of total assets. The largest sector exposure is Financials at 14.8%.

BUMGX sectors provide a detailed breakdown. BUMGX overlap shows how holdings compare to other funds in your portfolio.