BETFX Mutual Fund
NAV$12.04
AUM$127M
TER0.84%
Holdings19
BETFX Mutual Fund
NAV$12.04
Morningstar Balanced ETF Asset Allocation Portfolio
AUM$127M
TER0.84%
Holdings19
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Showing 10 of 19 holdings(as of Mar 31, 2026)Top 10 Weight: 86.05%
BETFX Mutual Fund Top Holdings
BETFX holdings top 10 positions. The top 10 holdings account for 86.0% of the fund, led by Vanguard Total Bond Market ETF at 17.5%, Vanguard Total Stock Market ETF at 16.2%, Ishares Core S&p 500 ETF at 13.2%.
BETFX portfolio concentration is relatively high, with the top 10 representing 86.0% of total assets. The largest sector exposure is Financials at 72.5%.
BETFX sector allocation provides a detailed breakdown. BETFX overlap tool shows how holdings compare to other funds in your portfolio.