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BTS Tactical Fixed Income A (BTFAX)

9.92 0.00(0.00%) Apr 23
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Prev Close:9.92
YTD Return*:2.15%
Net Assets*:70.46M
Yield*:2.55%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Reports

  • No Reports available for BTFAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Ivy High Income I34.26N/A
BlackRock High Yield Bond Instl23.28N/A
Metropolitan West High Yield Bond I23.14N/A
Goldman Sachs High Yield Instl7.49N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:70.46M
Category:Nontraditional Bond
Annual Report Expense Ratio (net):1.78%

Performance & Risk

YTD Return:2.15%
5y Avg Return:13.17%
Rank in Category (ytd):12
% Rank in Category (ytd):3.8%
Beta (3y):0.40
Morningstar Risk Rating:

Fund Summary

The investment seeks to provide total return. The fund invests at least 80% of its assets in fixed income securities of domestic and foreign issuers or counterparties. It will primarily invest in cash equivalents or enter into certain derivative transactions to hedge against adverse price movements when the adviser believes that the market conditions are unfavorable for investing in fixed income securities. The fund primarily invests in a portfolio of fixed income securities without restriction as to maturity, credit quality, type of issuer, country or currency. View More
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