BTFAX Mutual Fund

BTFAX Mutual Fund (BTS Tactical Fixed Income Fund Class A) is managed by BTS Funds with $7.9M in net assets. BTFAX expense ratio is 2.08%, holding 3 positions across various sectors. Inception date: 2013-05-31.

BTFAX performance shows a YTD return of -0.75%. The 1-year return is 0.37% and the 5-year return is -1.21%. BTFAX dividend yield stands at 3.84%, paid quarterly.

BTFAX top holdings include Xtrackers USD High Yield Corporate Bond ETF (51.6%), Fidelity Inv Mmkt Govt-I 12/31/2031 (48.3%), Ssi Us Gov Money Market Class (0.0%). Go to all BTFAX holdings, BTFAX sectors, or BTFAX dividends.

BTFAX can be compared against other funds. Use BTFAX overlap to find shared positions, or BTFAX vs another fund for a side-by-side view. BTFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.