BTSAX Mutual Fund
BTSAX Mutual Fund
BTSAX Mutual Fund
BTS Managed Income Fund Class A
BTSAX Mutual Fund Overview
BTSAX Mutual Fund (BTS Managed Income Fund Class A) is managed by BTS Funds with $181,257.94 in net assets. BTSAX expense ratio is 2.02%, holding 17 positions across sectors including Financials, Communication Services. Inception date: 2018-12-31.
BTSAX performance shows a YTD return of 1.19%. The 1-year return is 2.42% and the 5-year return is 0.72%. BTSAX dividend yield stands at 4.97%, paid quarterly.
BTSAX top holdings include Xtrackers USD High Yield Corporate Bond ETF (16.8%), Ishares Treasury Floating Rate Bond ETF (9.9%), Jpmorgan Equity Premium Income Etf (8.0%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (6.0%), Janus Detr Henderson Aaa Clo 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.