Bts Managed Income Fund Quote
| BTSIX Fund | USD 9.62 0.02 0.21% |
PerformanceWeakest
| Odds Of DistressLow
|
Bts Managed is trading at 9.62 as of the 11th of January 2026; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 9.6. Bts Managed has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of October 2025 and ending today, the 11th of January 2026. 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
Bts Mutual Fund Highlights
| Fund Concentration | BTS Funds, Large Value Funds, Nontraditional Bond Funds, Nontraditional Bond, BTS (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 30th of April 2025 |
| Fiscal Year End | December |
Bts Managed Income [BTSIX] is traded in USA and was established 11th of January 2026. 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 7.14 M in assets under management (AUM) with minimum initial investment of 100 K. Bts Managed Income is currently producing year-to-date (YTD) return of 0.84% with the current yeild of 0.06%, while the total return for the last 3 years was 5.3%.
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 | |
| 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 | 0.221 | |||
| Standard Deviation | 0.4449 | |||
| Variance | 0.1979 | |||
| Risk Adjusted Performance | (0.04) |
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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