BPRLX Mutual Fund
BPRLX Mutual Fund
NAV$10.52
AUM$313M
TER1.23%
Holdings77
BPRLX Mutual Fund
NAV$10.52
Beacon Planned Return Strategy Fund Institutional Class
AUM$313M
TER1.23%
Holdings77
BPRLX Mutual Fund Geographic Allocation
BPRLX geographic allocation spans US (59.5%), New Zealand (7.3%), Ireland (5.9%), Switzerland (3.0%), Canada (2.0%). The fund covers 7 regions.
BPRLX country exposure helps investors assess international diversification and geopolitical risk. BPRLX sectors alongside geography give a fuller picture of portfolio allocation.