About BTSAX
BTS Managed Income Fund Class A Shares is an open-end mutual fund designed to provide investors with a combination of total return and consistent income. The fund primarily invests 60-70% of its assets in fixed income securities issued by both domestic and international entities, seeking to balance risk and return through broad diversification. Utilizing an active management approach, the fund employs a proprietary tactical asset allocation strategy, aiming to capitalize on trends and momentum within the bond markets. Its portfolio generally features a mix of U.S. government, corporate, floating rate, and high-yield securities, often accessed through holdings in exchange-traded funds. The fund is categorized under nontraditional bonds, which allows greater flexibility in pursuing opportunities across bond sectors and market conditions. BTS Managed Income Fund Class A Shares distinguishes itself with quarterly income distributions and a diversified asset base intended to manage credit and interest rate risks. With its focus on risk-managed income generation and tactical flexibility, the fund serves investors looking for a dynamic, actively managed fixed income solution within their broader investment portfolios.
Fund Family BTS
Category Nontraditional Bond
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BTSAX
Share Class Class A Shares
Index Bloomberg U.S. Aggregate Bond TR
BTSAX had a total return of 4.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.61%.
