BTS Tactical Fixed Income A (BTFAX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Reports available for BTFAX at this time.
|Symbol||% Assets||YTD Return %|
|Ivy High Income I||34.26||N/A|
|BlackRock High Yield Bond Instl||23.28||N/A|
|Metropolitan West High Yield Bond I||23.14||N/A|
|Goldman Sachs High Yield Instl||7.49||N/A|
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||1.78%|
Performance & Risk
|5y Avg Return:||13.17%|
|Rank in Category (ytd):||12|
|% Rank in Category (ytd):||3.8%|
|Morningstar Risk Rating:|
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