BCMAX Mutual Fund

BCMAX Mutual Fund (Beacon Dynamic Allocation Fund Class A) is managed by Beacon Capital Management with $13.6M in net assets. BCMAX expense ratio is 1.70%, holding 13 positions across sectors including Financials. Inception date: 2011-11-30.

BCMAX performance shows data across multiple time periods.. BCMAX dividend yield stands at 0.41%, paid quarterly.

BCMAX top holdings include Spdr Total Stock Market Portfolio Etf (13.8%), Spdr Port Sp 500 (13.7%), Victoryshares Free Cash Flow Growth Etf (12.0%), Pimco Enhanced Low Duration Active ETF (11.5%), T.Rowe Small-Mc (10.7%). Go to all BCMAX holdings, BCMAX sectors, or BCMAX dividends.

BCMAX can be compared against other funds. Use BCMAX overlap to find shared positions, or BCMAX vs another fund for a side-by-side view. BCMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.