Bts Managed Income Fund Quote
| BTSRX Fund | USD 9.77 0.02 0.21% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Bts Managed is trading at 9.77 as of the 22nd of November 2024; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 9.75. Bts Managed has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok 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 23rd of October 2024 and ending today, the 22nd 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
| 0.88 | BTFRX | Bts Tactical Fixed | PairCorr |
| 0.9 | BTFIX | Bts Tactical Fixed | PairCorr |
| 0.86 | BTFCX | Bts Tactical Fixed | PairCorr |
| 0.89 | BTFAX | Bts Tactical Fixed | PairCorr |
| 1.0 | BTSIX | Bts Managed Income | PairCorr |
| 1.0 | 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 [BTSRX] is traded in USA and was established 22nd 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 3.23 M in assets under management (AUM) with no minimum investment requirementsBts Managed Income is currently producing year-to-date (YTD) return of 5.83% with the current yeild of 0.02%, while the total return for the last 3 years was -1.22%.
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
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| VRP | Invesco Variable Rate | Etf | Preferred Stock | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| TLT | iShares 20 Year | Etf | Long Government | |
| TLH | iShares 10 20 Year | Etf | Long Government | |
| SRLN | SPDR Blackstone Senior | Etf | Bank Loan | |
| SJNK | SPDR Bloomberg Short | Etf | High Yield Bond | |
| PFF | iShares Preferred and | Etf | Preferred Stock |
Bts Managed Income Risk Profiles
| Mean Deviation | 0.1691 | |||
| Semi Deviation | 0.0658 | |||
| Standard Deviation | 0.216 | |||
| Variance | 0.0467 |
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.
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