BTFCX Mutual Fund

NAV$7.43

Fund Essentials - as of Mar 31, 2026

Net Assets
$9M
Expense Ratio
2.84%
Dividend Yield (Current)
3.10%
Holdings
1
Inception Date
May 31, 2013
Fund Family
BTS Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD-1.39%
1 Year+0.77%
3 Year+2.52%
5 Year-2.29%
10 Year-1.02%

Asset Allocation

Cash: 100.00%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
FIGXXFidelity Instl Cash Ptf / Govt Cl I99.94%
Top 10 Concentration: 99.94%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.10%
Frequency
Quarterly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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BTFCX Mutual Fund Overview

BTFCX Mutual Fund (BTS Tactical Fixed Income Fund Class C) is managed by BTS Funds with $9.2M in net assets. BTFCX expense ratio is 2.84%, holding 1 positions across sectors including Unknown. Inception date: 2013-05-31.

BTFCX performance shows a YTD return of -1.39%. The 1-year return is 0.77% and the 5-year return is -2.29%. BTFCX dividend yield stands at 3.10%, paid quarterly.

BTFCX top holdings include Fidelity Instl Cash Ptf / Govt Cl I (99.9%). View all BTFCX holdings, sector breakdown, or dividend history.

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