BTSAX Mutual Fund
BTSAX Mutual Fund
BTSAX Mutual Fund
BTS Managed Income Fund Class A
BTSAX Mutual Fund Overview
BTSAX Mutual Fund (BTS Managed Income Fund Class A) is managed by BTS Funds with $181,890.46 in net assets. BTSAX expense ratio is 2.02%, holding 13 positions across sectors including Financials, Communication Services. Inception date: 2018-12-31.
BTSAX performance shows a YTD return of 1.59%. The 1-year return is 4.23% and the 5-year return is 0.59%. BTSAX dividend yield stands at 5.10%, paid quarterly.
BTSAX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (17.6%), Xtrackers USD High Yield Corporate Bond ETF (12.5%), Ishares Treasury Floating Rate Etf (11.9%), Jpmorgan Equity Premium Income Etf (8.0%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (6.0%). Go to all BTSAX holdings, BTSAX sectors, or BTSAX dividends.
BTSAX can be compared against other funds. Use BTSAX overlap to find shared positions, or BTSAX vs another fund for a side-by-side view. BTSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.