BTSIX Mutual Fund

BTSIX Mutual Fund (BTS Managed Income Fund Class I) is managed by BTS Funds with $13.8M in net assets. BTSIX expense ratio is 1.77%, holding 13 positions across sectors including Financials, Communication Services. 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 (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 Etf Etp Usd (6.0%). 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.