Beacon Planned Return Strategy FundBPRTX
Type
Mutual fund
Peer group
Alternative
Net assets
$306.6M
Expense ratio
—
1-year return
—
3 years, a year
—
5 years, a year
—
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 BPRTX.
- BPRTX overview
- BPRTX holdings
- BPRTX risk
- BPRTX costs
- BPRTX money in and out
- BPRTX share classes
- Compare BPRTX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.