BTS Mutual Funds
BTS Funds List
1 to 9 of 9 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
BTS Managed Income A | BTSAX | Nontraditional Bond | 5.33% | 65 | 2.050% | High | Front Load | $1,000 | ||
BTS Managed Income C | BTSCX | Nontraditional Bond | 4.73% | 80 | 2.800% | High | Level Load | $1,000 | ||
BTS Managed Income I | BTSIX | Nontraditional Bond | 5.57% | 61 | 1.800% | High | Institutional | $100,000 | ||
BTS Managed Income R | BTSRX | Nontraditional Bond | 5.10% | 70 | 2.300% | High | Retirement, Medium | $1,000 | ||
BTS Tactical Fixed Income A | BTFAX | Nontraditional Bond | 5.72% | 59 | 1.930% | High | Front Load | $1,000 | ||
BTS Tactical Fixed Income C | BTFCX | Nontraditional Bond | 5.12% | 69 | 2.680% | High | Level Load | $1,000 | ||
BTS Tactical Fixed Income I | BTFIX | Nontraditional Bond | 5.87% | 54 | 1.680% | High | Institutional | $100,000 | ||
BTS Tactical Fixed Income R | BTFRX | Nontraditional Bond | 5.32% | 65 | 2.180% | High | Retirement, Medium | $1,000 | ||
BTS Enhanced Equity Income I | EEQIX | Large Value | — | — | — | — | 1.340% | High | Institutional | $100,000 |
BTS Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank