BTSAX Mutual Fund

BTSAX Mutual Fund (BTS Managed Income Fund Class A) is managed by BTS Funds with $179,299.59 in net assets. BTSAX expense ratio is 2.02%, holding 15 positions across sectors including Financials, Communication Services. Inception date: 2018-12-31.

BTSAX performance shows a YTD return of 0.02%. The 1-year return is 1.24% and the 5-year return is 0.72%. BTSAX dividend yield stands at 5.02%, paid quarterly.

BTSAX top holdings include Xtrackers USD High Yield Corporate Bond ETF (16.7%), Ishares Treasury Floating Rate Bond ETF (12.0%), Jpmorgan Equity Premium Income Etf (8.1%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (6.0%), Ishares Agency Bond Etf (6.0%). Go to all BTSAX holdings, BTSAX sectors, or BTSAX dividends.

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