BTFAX Mutual Fund
BTFAX Mutual Fund
BTFAX Mutual Fund
BTS Tactical Fixed Income Fund Class A
BTFAX Mutual Fund Overview
BTFAX Mutual Fund (BTS Tactical Fixed Income Fund Class A) is managed by BTS Funds with $7.8M in net assets. BTFAX expense ratio is 2.08%, holding 3 positions across sectors including Financials. Inception date: 2013-05-31.
BTFAX performance shows a YTD return of -3.36%. The 1-year return is -2.85% and the 5-year return is -1.21%. BTFAX dividend yield stands at 3.78%, paid quarterly.
BTFAX top holdings include Xtrackers USD High Yield Corporate Bond ETF (58.6%), Ishares Broad USD High Yield Corporate Bond ETF (20.2%), SPDR Bloomberg High Yield Bond ETF (20.2%), Fidelity Inv Mmkt Govt-I 12/31/2031 (1.0%). Go to all BTFAX holdings, BTFAX sectors, or BTFAX dividends.
BTFAX can be compared against other funds. Use BTFAX overlap to find shared positions, or BTFAX vs another fund for a side-by-side view. BTFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.