Fund comparison · from official SEC filings
BRBPX vs BTSAX: how much do they overlap?
Managed Volatility Fund and BTS Managed Income Fund
vs
Shared holdings
Company
BRBPX
BTSAX
F
FIGXXFIDELITY INV MMKT GOVT-I
100.00%
30.59%
Only in BRBPX
Nothing exclusive.
Only in BTSAX
T
TFLOISHARES TREASURY FLOATING RA
11.89%
J
JEPIJPMORGAN EQUITY PREMIUM INCO
7.94%
S
SRLNSS BLACKSTONE SR LOAN ETF
7.93%
J
JAAAJANUS HENDERSON AAA CLO ETF
5.95%
I
IEFISHARES 7-10 YEAR TREASURY B
5.94%
A
AGZISHARES AGENCY BOND ETF
5.93%
N
NOBLPROSHARES S&P 500 DIVIDEND A
3.98%
V
VGTVANGUARD INFO TECH ETF
3.98%
I
IYMISHARES U.S. BASIC MATERIALS
3.97%
P
PCEFINVESCO CEF INCOME COMPOSITE
3.97%
J
JBBBJANUS HENDERSON B-BBB CLO ET
3.97%
S
SJNKSS SPDR BB ST HI YIELD ETF
3.96%
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100% overlap
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39% overlap
BRBPX vs AMAXAdaptive Hedged Multi-Asset Income ETF
29% overlap
BTSAX vs AMAXAdaptive Hedged Multi-Asset Income ETF
29% overlap
BRBPX vs AGOXAdaptive Alpha Opportunities ETF
28% overlap
BTSAX vs AGOXAdaptive Alpha Opportunities ETF
28% overlap
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.
Informational and educational only — not investment advice.