BTFRX Mutual Fund Analysis & Holdings | MarketXLS

BTFRX Mutual Fund

NAV$7.48

AUM$425,245.27

TER2.34%

Holdings1

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BTFRX Mutual Fund

NAV$7.48

BTS Tactical Fixed Income Fund Class R

AUM$425,245.27

TER2.34%

Holdings1

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BTFRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BTFRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BTFRX Mutual Fund Overlap Analysis

BTFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BTFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, BTFRX may share significant positions with broad-market funds.

BTFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BTFRX tax-loss harvesting finds highly correlated but non-identical funds.