BTS Bond Asset Allocation Fund

1 / 5 Stars
2 1 2 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
E+ (Sell)

#43 in Multisector Bond

U.S. News evaluated 82 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 1.08 percent over the past year, and 2.86 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 2.2%
1 Year 1.1%
3 Years (Annualized) 2.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks total return. The fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in bond instruments. It defines bond instruments to include fixed income securities, derivatives based on fixed income securities, other investment companies that invest primarily in fixed income securities ("underlying funds") and preferred stocks. The fund's adviser seeks to achieve the fund's investment objective by investing in a diversified portfolio of bonds without restriction as to maturity, credit quality, type of issuer, country or currency.


Fees are Above Average compared to funds in the same category.
BTS Bond Asset Allocation Fund has an expense ratio of 1.60 percent.

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Risk is Average compared to funds in the same category according to Morningstar.

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