BPRTX Mutual Fund
BPRTX Mutual Fund
AUM$10,815.94
TER1.57%
Holdings77
See how much of BPRTX you already own
BPRTX Mutual Fund
Beacon Planned Return Strategy Fund Class A
AUM$10,815.94
TER1.57%
Holdings77
See how much of BPRTX you already own
See how much of BPRTX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
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. Go to all BPRTX holdings, BPRTX sectors, or BPRTX dividends.
BPRTX can be compared against other funds. Use BPRTX overlap to find shared positions, or BPRTX vs another fund for a side-by-side view. BPRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.