About BTSCX
BTS Managed Income Fund Class C is an open-end mutual fund focused on generating both total return and consistent income for its investors. Its primary strategy involves building a diversified portfolio of income-producing securities, including bonds issued by the U.S. government, agencies, mortgage-backed securities, asset-backed securities, and corporate bonds, typically with maturities of one year or more. The fund integrates a core of diversified income holdings with a tactical risk management approach, aiming to navigate different market environments and safeguard capital. Notably, it utilizes fixed income securities, derivatives such as options and credit default swaps, and may invest in underlying funds for greater diversification. BTS Managed Income Fund Class C plays a role in the financial market by offering investors access to active management in the fixed income sector, with exposure to both higher-quality and high-yield bonds. The fund's structure is designed to balance the pursuit of income and capital appreciation with risk controls, making it relevant for investors seeking a blend of stability and managed risk in their income investments.
Fund Family BTS
Category Nontraditional Bond
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BTSCX
Share Class Class C Shares
Index Bloomberg U.S. Aggregate Bond TR
BTSCX had a total return of 4.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.73%.
