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 $29,390.44 in net assets. BTSRX expense ratio is 2.27%, holding 15 positions across sectors including Financials, Communication Services. Inception date: 2018-12-31.
BTSRX performance shows a YTD return of -0.17%. The 1-year return is 0.89% and the 5-year return is 0.47%. BTSRX dividend yield stands at 4.77%, paid quarterly.
BTSRX 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 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.