BTFRX Mutual Fund
BTFRX Mutual Fund
BTFRX Mutual Fund
BTS Tactical Fixed Income Fund Class R
BTFRX Mutual Fund Overview
BTFRX Mutual Fund (BTS Tactical Fixed Income Fund Class R) is managed by BTS Funds with $401,543.52 in net assets. BTFRX expense ratio is 2.33%, holding 3 positions across sectors including Financials. Inception date: 2015-05-05.
BTFRX performance shows a YTD return of -3.56%. The 1-year return is -3.11% and the 5-year return is -1.44%. BTFRX dividend yield stands at 3.52%, paid quarterly.
BTFRX top holdings include Xtrackers USD High Yield Corporate Bond ETF (58.6%), Ishares Broad USD High Yield Corporate Bond ETF (20.2%), SPDR Bloomberg High Yield Bond ETF (20.2%), Fidelity Inv Mmkt Govt-I 12/31/2031 (1.0%). Go to all BTFRX holdings, BTFRX sectors, or BTFRX dividends.
BTFRX can be compared against other funds. Use BTFRX overlap to find shared positions, or BTFRX vs another fund for a side-by-side view. BTFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.