BPRLX Mutual Fund
BPRLX Mutual Fund
NAV$10.53
AUM$313M
TER1.23%
Holdings77
BPRLX Mutual Fund
NAV$10.53
Beacon Planned Return Strategy Fund Institutional Class
AUM$313M
TER1.23%
Holdings77
BPRLX Mutual Fund Sector Allocation
BPRLX sector allocation breaks down across Financials (1.6%). Across 77 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
BPRLX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
BPRLX geographic allocation shows country exposure. BPRLX overlap calculator reveals how sector exposure compares with other funds.