BARTX Mutual Fund
BARTX Mutual Fund
AUM$10,971.31
TER1.62%
Holdings36
See how much of BARTX you already own
BARTX Mutual Fund
Beacon Accelerated Return Strategy Fund Class A
AUM$10,971.31
TER1.62%
Holdings36
See how much of BARTX you already own
See how much of BARTX you already own
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BARTX Mutual Fund Overview
BARTX Mutual Fund (Beacon Accelerated Return Strategy Fund Class A) is managed by Beacon Trust with $10,971.31 in net assets. BARTX expense ratio is 1.62%, holding 36 positions across various sectors. Inception date: 2017-10-02.
BARTX performance shows a YTD return of 21.81%. The 1-year return is 21.81%.
BARTX top holdings include a diversified portfolio. Go to all BARTX holdings, BARTX sectors, or BARTX dividends.
BARTX can be compared against other funds. Use BARTX overlap to find shared positions, or BARTX vs another fund for a side-by-side view. BARTX alternatives are available via the screener, along with tax-loss harvesting opportunities.