BRTNX Mutual Fund

BRTNX Mutual Fund (Bretton Fund) is managed by Bretton Fund with $128.6M in net assets. BRTNX expense ratio is 1.35%, holding 18 positions across sectors including Consumer Discretionary, Financials, Communication Services. Inception date: 2010-09-30.

BRTNX performance shows a YTD return of 0.67%. The 1-year return is 10.48% and the 5-year return is 10.69%. BRTNX dividend yield stands at 1.51%, paid annually.

BRTNX top holdings include Alphabet Inc series C (14.6%), Ross Stores, Inc. (6.7%), The Tjx Companies Inc. Com (6.7%), Jp Morgan Chase & Co (6.3%), American Express Co. (6.2%). View all BRTNX holdings, sector breakdown, or dividend history.

BRTNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRTNX alternatives are available via the screener, along with tax-loss harvesting opportunities.