Fund comparison · from official SEC filings

BRGOX vs BTFAX: how much do they overlap?

Global Opportunities Fund and BTS Tactical Fixed Income Fund
Holdings overlap
39%
of assets, by weight
Shared positions
1
of 2 / 1 holdings
BRGOX expense ratio
1.63%
net, per year
BTFAX expense ratio
2.08%
net, per year
Shared holdings
Company
BRGOX
BTFAX
F
FIGXXFIDELITY INV MMKT GOVT-I
39.10%
100.00%
Only in BRGOX
?
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
60.90%
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.
BRGOX vs BTFAX: 39% holdings overlap — Unwrap.Fund