BTSRX Mutual Fund
BTSRX Mutual Fund
BTSRX Mutual Fund
BTS Managed Income Fund Class R
BTSRX Mutual Fund Overview
BTSRX Mutual Fund (BTS Managed Income Fund Class R) is managed by BTS Funds with $29,807.11 in net assets. BTSRX expense ratio is 2.27%, holding 13 positions across sectors including Financials, Communication Services. Inception date: 2018-12-31.
BTSRX performance shows a YTD return of 1.46%. The 1-year return is 3.98% and the 5-year return is 0.31%. BTSRX dividend yield stands at 4.86%, paid quarterly.
BTSRX 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 BTSRX holdings, BTSRX sectors, or BTSRX dividends.
BTSRX can be compared against other funds. Use BTSRX overlap to find shared positions, or BTSRX vs another fund for a side-by-side view. BTSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.