BTSAX Mutual Fund (BTS Managed Income Fund Class A) is managed by BTS Funds with $181,445.51 in net assets. BTSAX expense ratio is 2.12%, holding 13 positions across sectors including Unknown, Financials. Inception date: 2018-12-31.

BTSAX performance shows a YTD return of 1.80%. The 1-year return is 5.10% and the 5-year return is 0.65%. BTSAX dividend yield stands at 5.12%, paid quarterly.

BTSAX top holdings include Fidelity Instl Cash Ptf / Govt Cl I (30.6%), Ishares Treasury Floating Rate Etf (11.9%), Jpmorgan Equity Premium Income ETF (7.9%), Spdr Blackstone / Gso Senior Loan ETF (7.9%), Ishares 7-10 Yea (5.9%). View all BTSAX holdings, sector breakdown, or dividend history.

BTSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BTSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.