BARTX Mutual Fund
AUM$10,971.31
TER1.62%
Holdings36
BARTX Mutual Fund
Beacon Accelerated Return Strategy Fund Class A
AUM$10,971.31
TER1.62%
Holdings36
See inside every mutual fund you own
$29/moCancel anytime.
See how BARTX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch priceFirst 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.
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. View all BARTX holdings, sector breakdown, or dividend history.
BARTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BARTX alternatives are available via the screener, along with tax-loss harvesting opportunities.