BTSIX Mutual Fund
BTSIX Mutual Fund
BTSIX Mutual Fund
BTS Managed Income Fund Class I
BTSIX Mutual Fund Overview
BTSIX Mutual Fund (BTS Managed Income Fund Class I) is managed by BTS Funds with $13.9M in net assets. BTSIX expense ratio is 1.77%, holding 13 positions across sectors including Financials. Inception date: 2018-12-31.
BTSIX performance shows a YTD return of 1.72%. The 1-year return is 4.40% and the 5-year return is 0.83%. BTSIX dividend yield stands at 5.40%, paid quarterly.
BTSIX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (30.6%), Ishares Treasury Floating Rate Etf (11.9%), Jpmorgan Equity Premium Income Etf (7.9%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (7.9%), Ishares 7-10 Year Treasury Bond ETF (5.9%). Go to all BTSIX holdings, BTSIX sectors, or BTSIX dividends.
BTSIX can be compared against other funds. Use BTSIX overlap to find shared positions, or BTSIX vs another fund for a side-by-side view. BTSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.