BPRLX Mutual Fund (Beacon Planned Return Strategy Fund Institutional Class) is managed by Beacon Trust with $313.2M in net assets. BPRLX expense ratio is 1.23%, holding 77 positions across sectors including Other, Financials, Unknown. Inception date: 2017-10-02.

BPRLX performance shows a YTD return of 5.28%. The 1-year return is 11.32% and the 5-year return is 10.69%. BPRLX dividend yield stands at 11.90%, paid annually.

BPRLX top holdings include Fannie Mae Pool 7.00 11/1/2032 (9.6%), Forward Foreign Currency Contract (9.1%), Call Xsp 84.05 07/14/2026 (8.8%), Cf Industries Holdings Inc Cfd (8.3%), Alexandria Real Estate Equities Inc 5.5%10/01/2035 (7.8%). View all BPRLX holdings, sector breakdown, or dividend history.

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