About BTSRX
BTS Managed Income Fund Class R is a mutual fund focused on delivering total return with an emphasis on generating consistent income for its investors. The fund allocates approximately 60-70% of its assets to fixed income securities from both domestic and international issuers or counterparties, utilizing a diversified approach that encompasses U.S. Treasury bonds, high-yield corporate bonds, floating-rate instruments, and dividend-oriented equities through various exchange-traded funds. Managed with an active, proprietary tactical asset allocation strategy, the fund aims to capitalize on market momentum and trends, adjusting holdings to manage risk and enhance income opportunities. Key features include a diversified income core supplemented by tactical risk management, quarterly dividend distributions, and exposure to a mix of bond and income-generating equity ETFs. BTS Managed Income Fund Class R plays a specialized role in the nontraditional bond fund category, offering investors access to a multi-sector income portfolio while actively navigating interest rate and credit market environments.
Fund Family BTS
Category Nontraditional Bond
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BTSRX
Share Class Class R Shares
Index Bloomberg U.S. Aggregate Bond TR
BTSRX had a total return of 4.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.75%.
