Bts Tactical Fixed Fund Quote
| BTFAX Fund | USD 7.98 0.03 0.38% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Bts Tactical is trading at 7.98 as of the 28th of November 2024; that is 0.38 percent up since the beginning of the trading day. The fund's open price was 7.95. Bts Tactical has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Bts Tactical Fixed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in fixed income securities of domestic and foreign issuers or counterparties . The Adviser seeks to achieve the funds investment objective by investing primarily in a portfolio of fixed income securities without restriction as to maturity, credit quality, type of issuer, country or currency.. More on Bts Tactical Fixed
Moving together with Bts Mutual Fund
Bts Mutual Fund Highlights
| Fund Concentration | BTS Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, BTS (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Bts Tactical Fixed [BTFAX] is traded in USA and was established 28th of November 2024. Bts Tactical is listed under BTS category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of BTS family. This fund currently has accumulated 97.58 M in assets under management (AUM) with minimum initial investment of 1 K. Bts Tactical Fixed is currently producing year-to-date (YTD) return of 5.65% with the current yeild of 0.04%, while the total return for the last 3 years was -2.19%.
Check Bts Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bts Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bts Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bts Tactical Fixed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bts Tactical Fixed Mutual Fund Constituents
| BHYIX | Blackrock High Yield | Mutual Fund | High Yield Bond | |
| VIG | Vanguard Dividend Appreciation | Etf | Large Blend | |
| USMV | iShares MSCI USA | Etf | Large Blend | |
| TLT | iShares 20 Year | Etf | Long Government | |
| SPLV | Invesco SP 500 | Etf | Large Value | |
| SJNK | SPDR Bloomberg Short | Etf | High Yield Bond | |
| MINT | PIMCO Enhanced Short | Etf | Ultrashort Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond |
Bts Tactical Fixed Risk Profiles
| Mean Deviation | 0.178 | |||
| Semi Deviation | 0.1077 | |||
| Standard Deviation | 0.2208 | |||
| Variance | 0.0487 |
Bts Tactical Against Markets
Other Information on Investing in Bts Mutual Fund
Bts Tactical financial ratios help investors to determine whether Bts Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bts with respect to the benefits of owning Bts Tactical security.
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