Cboe Vest Sp Fund Quote
| KNGIX Fund | USD 11.95 0.12 1.01% |
PerformanceVery Weak
| Odds Of DistressLow
|
Cboe Vest is trading at 11.95 as of the 17th of March 2025; that is 1.01 percent up since the beginning of the trading day. The fund's open price was 11.83. Cboe Vest has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund employs an investment approach designed to track the performance of the index before fees and expenses. The index is designed with the primary goal of generating an annualized level of income that is approximately 10 percent over the annual dividend yield of the SP 500 Index and a secondary goal of generating price returns that are proportional to the price returns of the SP 500 Index.. More on Cboe Vest Sp
Moving against Cboe Mutual Fund
Cboe Mutual Fund Highlights
| Fund Concentration | CBOE Vest Funds, Large Funds, Derivative Income Funds, Derivative Income, CBOE Vest (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Cboe Vest Sp [KNGIX] is traded in USA and was established 17th of March 2025. Cboe Vest is listed under CBOE Vest category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of CBOE Vest family. This fund now has accumulated 73.77 M in assets with minimum initial investment of 100 K. Cboe Vest Sp is currently producing year-to-date (YTD) return of 1.19% with the current yeild of 0.01%, while the total return for the last 3 years was 4.73%.
Check Cboe Vest Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cboe Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cboe Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cboe Vest Sp Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cboe Vest Sp Mutual Fund Constituents
| SYY | Sysco | Stock | Consumer Staples | |
| FRT | Federal Realty Investment | Stock | Real Estate | |
| CB | Chubb | Stock | Financials | |
| AFL | Aflac Incorporated | Stock | Financials | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| CAT | Caterpillar | Stock | Industrials | |
| ALB | Albemarle Corp | Stock | Materials |
Cboe Vest Sp Risk Profiles
| Mean Deviation | 0.6574 | |||
| Standard Deviation | 0.8556 | |||
| Variance | 0.7321 | |||
| Risk Adjusted Performance | (0.11) |
Cboe Vest Against Markets
Other Information on Investing in Cboe Mutual Fund
Cboe Vest financial ratios help investors to determine whether Cboe Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cboe with respect to the benefits of owning Cboe Vest security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |