BTS Bond Asset Allocation Fund

Scorecard
1 / 5 Stars
Lipper
3 3 2 1 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E+ (Sell)

#42 in Multisector Bond

U.S. News evaluated 81 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all BTS funds

See full Multisector Bond rankings

See more fund rankings

Performance

The fund has returned 0.15 percent over the past year, and 3.11 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 2.2%
1 Year 0.2%
3 Years (Annualized) 3.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more BTSAX performance

Summary

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

Fees are Above Average compared to funds in the same category.
BTS Bond Asset Allocation Fund has an expense ratio of 1.73 percent.

See more BTSAX fees

Risk

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

See more BTSAX risk