Fund comparison · from official SEC filings

BRBPX vs BTFAX: how much do they overlap?

Managed Volatility Fund and BTS Tactical Fixed Income Fund
Holdings overlap
100%
of assets, by weight
Shared positions
1
of 1 / 1 holdings
BRBPX expense ratio
0.95%
net, per year
BTFAX expense ratio
2.08%
net, per year
BRBPX and BTFAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BRBPX
BTFAX
F
FIGXXFIDELITY INV MMKT GOVT-I
100.00%
100.00%
Only in BRBPX
Nothing exclusive.
Only in BTFAX
Nothing exclusive.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
BRBPX vs BTFAX: 100% holdings overlap — Unwrap.Fund