BRTNX Mutual Fund

BRTNX Mutual Fund (Bretton Fund) is managed by Bretton Fund with $132.3M in net assets. BRTNX expense ratio is 1.35%, holding 18 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2010-09-30.

BRTNX performance shows a YTD return of 4.21%. The 1-year return is 14.33% and the 5-year return is 10.91%. BRTNX dividend yield stands at 1.46%, paid annually.

BRTNX top holdings include Alphabet Inc. C (15.9%), Unitedhealth Group Incorporated (7.1%), Jpmorgan Chase (6.2%), American Express Co. (6.2%), Ross Stores, Inc. (5.8%). Go to all BRTNX holdings, BRTNX sectors, or BRTNX dividends.

BRTNX can be compared against other funds. Use BRTNX overlap to find shared positions, or BRTNX vs another fund for a side-by-side view. BRTNX alternatives are available via the screener, along with tax-loss harvesting opportunities.