Beacon Planned Return Strategy FundBPRLX
Type
Mutual fund
Peer group
Alternative
Net assets
$306.6M
Expense ratio
1.23%
1-year return
+11.0%
3 years, a year
+10.7%
5 years, a year
+7.3%
Holdings
87
What it aims to do.
The Fund seeks to deliver capital preservation and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| The Options Clearing Corporation | 9.55% |
| The Options Clearing Corporation | 9.12% |
| The Options Clearing Corporation | 8.81% |
| The Options Clearing Corporation | 8.29% |
| The Options Clearing Corporation | 7.81% |
| The Options Clearing Corporation | 7.78% |
| The Options Clearing Corporation | 7.33% |
| The Options Clearing Corporation | 7.02% |
| The Options Clearing Corporation | 6.44% |
| The Options Clearing Corporation | 5.89% |
More on BPRLX.
- BPRLX overview
- BPRLX holdings
- BPRLX risk
- BPRLX costs
- BPRLX money in and out
- BPRLX share classes
- Compare BPRLX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.