BPRLX Mutual Fund
BPRLX Mutual Fund
BPRLX Mutual Fund
Beacon Planned Return Strategy Fund Institutional Class
BPRLX Mutual Fund Overview
BPRLX Mutual Fund (Beacon Planned Return Strategy Fund Institutional Class) is managed by Beacon Trust with $309.2M in net assets. BPRLX expense ratio is 1.23%, holding 97 positions across sectors including Financials. Inception date: 2017-10-02.
BPRLX performance shows a YTD return of 7.21%. The 1-year return is 10.93% and the 5-year return is 8.22%. BPRLX dividend yield stands at 11.69%, paid annually.
BPRLX top holdings include Call Xsp 84.05 07/14/2026 (10.0%), Call Xsp September 87.40 09/14/2026 (9.4%), Call Xsp January 88.70 01/14/2027 (8.9%), Call Xsp December 90.8 12/14/2026 (8.8%), Call Xsp August 86.15 08/14/2026 (8.0%). Go to all BPRLX holdings, BPRLX sectors, or BPRLX dividends.
BPRLX can be compared against other funds. Use BPRLX overlap to find shared positions, or BPRLX vs another fund for a side-by-side view. BPRLX alternatives are available via the screener, along with tax-loss harvesting opportunities.