Bts Managed Income Fund Quote
| BTSAX Fund | USD 9.75 0.01 0.10% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Bts Managed is trading at 9.75 as of the 21st of November 2024; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.74. Bts Managed has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Bts Managed Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of May 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund invests primarily in a portfolio of income-producing securities, including bonds issued by the U.S. government, its agencies and instrumentalities foreign and domestic debt securities foreign and domestic equity securities of any market capitalization that pay dividends underlying funds. More on Bts Managed Income
Moving together with Bts Mutual Fund
| 0.83 | BTFRX | Bts Tactical Fixed | PairCorr |
| 0.85 | BTFIX | Bts Tactical Fixed | PairCorr |
| 0.81 | BTFCX | Bts Tactical Fixed | PairCorr |
| 0.84 | BTFAX | Bts Tactical Fixed | PairCorr |
| 0.95 | BTSIX | Bts Managed Income | PairCorr |
| 0.94 | BTSCX | Bts Managed Income | PairCorr |
Moving against 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 |
Bts Managed Income [BTSAX] is traded in USA and was established 21st of November 2024. Bts Managed 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 16.48 M in assets under management (AUM) with no minimum investment requirementsBts Managed Income is currently producing year-to-date (YTD) return of 6.03% with the current yeild of 0.03%, while the total return for the last 3 years was -0.94%.
Check Bts Managed 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 Managed Income 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 Managed Income Mutual Fund Constituents
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond | |
| CWB | SPDR Bloomberg Convertible | Etf | Convertibles | |
| EDV | Vanguard Extended Duration | Etf | Long Government | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| HYLB | Xtrackers USD High | Etf | High Yield Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond | |
| MBB | iShares MBS ETF | Etf | Intermediate Government |
Bts Managed Income Risk Profiles
| Mean Deviation | 0.1634 | |||
| Standard Deviation | 0.2044 | |||
| Variance | 0.0418 | |||
| Downside Variance | 0.0525 |
Bts Managed Against Markets
Other Information on Investing in Bts Mutual Fund
Bts Managed 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 Managed security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |