BTSRX Mutual Fund (BTS Managed Income Fund Class R) is managed by BTS Funds with $29,705.36 in net assets. BTSRX expense ratio is 2.37%, holding 13 positions across sectors including Unknown, Financials. Inception date: 2018-12-31.

BTSRX performance shows a YTD return of 1.68%. The 1-year return is 4.84% and the 5-year return is 0.39%. BTSRX dividend yield stands at 4.87%, paid quarterly.

BTSRX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (30.6%), Ishares Treasury Floating Rate Etf (11.9%), Jpmorgan Equity Premium Income Etf (7.9%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (7.9%), Ishares 7-10 Year Treasury Bond ETF (5.9%). View all BTSRX holdings, sector breakdown, or dividend history.

BTSRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BTSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.