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BTS Managed Income A (BTSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.43-0.02 (-0.21%)
At close: 08:00PM EDT

BTS Managed Income A

OMAHA NE 68130

17605 WRIGHT STREET

Northern Lights Fund Trust

631-470-2600
Management information
,Lead manager since 30 December 2018
Mr. Braley joined BTS Asset Management, Inc. in 1999, starting as a wholesaler and working up through the organization to President. Mr. Braley has served as a significant contributor to portfolio analysis and creation. Along with his experience in portfolio design and strategy, Mr. Braley is head of distribution for the organization. He actively attends industry investment and research conferences speaking on topics regarding portfolio design and behavioral finance. He has a B.S. in Business Management from Keene State College and a M.S. in Financial Planning from the College of Financial Planning. Mr. Braley is a registered representative of BTS Securities Corporation and holds the Series 6, 63, and 65 licenses.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryNontraditional Bond
Fund familyBTS
Net assets8.08M
YTD return-0.20%
Yield2.33%
Morningstar rating★★
Inception date30 Dec 2018

Fund operations

Last dividend0.05
Last cap gain-53.00
Holdings turnover165.00%
Average for categoryN/A

Fees and expenses

ExpenseBTSAXCategory average
Annual report expense ratio (net)1.82%1.23%
Prospectus net expense ratio1.82%N/A
Prospectus gross expense ratio2.43%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A