Vest S&P 500 Dividend Aristocrats Target Income Fund Class A (KNGAX)

Overview

The company specializes in an investment strategy aimed at mirroring the performance of a specifically designed index, accounting for fees and expenses. This index strategically aims to achieve two core objectives. Primarily, it seeks to generate an annualized income level that surpasses the annual dividend yield of the S&P 500® Index by approximately 10%. Secondly, it targets generating price returns that align proportionately with the price returns of the S&P 500® Index. This dual-goal approach distinguishes the company's investment strategy, making it an appealing option for investors looking to achieve higher income levels while still participating in the growth potential of the broader market.

Products and Services

The company offers a targeted investment product that aims to fulfill the specific financial objectives of investors through two primary services:

• Income Generation:

  This service is designed to outperform the annual dividend yield of the S&P 500® Index by approximately 10%. By focusing on income generation, this product caters to investors who are primarily interested in achieving a steady stream of income from their investments. This is achieved through a strategic selection of assets that are expected to produce higher annualized income levels, making it ideal for income-focused investors.

• Price Return Alignment:

  The second service offered focuses on generating price returns that are in proportion to those of the S&P 500® Index. This aspect of the service caters to investors who are looking for growth through price appreciation, in addition to income generation. By aiming to mirror the price returns of the broader market, this service allows investors to participate in the potential upside of the market while still focusing on generating higher income levels.