BPRTX Mutual Fund
AUM$10,815.94
TER1.57%
Holdings77
BPRTX Mutual Fund
Beacon Planned Return Strategy Fund Class A
AUM$10,815.94
TER1.57%
Holdings77
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BPRTX Mutual Fund Overview
BPRTX Mutual Fund (Beacon Planned Return Strategy Fund Class A) is managed by Beacon Trust with $10,815.94 in net assets. BPRTX expense ratio is 1.57%, holding 77 positions across various sectors. Inception date: 2017-10-02.
BPRTX performance shows a YTD return of 13.91%. The 1-year return is 13.91%.
BPRTX top holdings include a diversified portfolio. View all BPRTX holdings, sector breakdown, or dividend history.
BPRTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BPRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.