Bts Enhanced Equity Fund Quote
| EEQAX Fund | 9.79 0.03 0.31% |
PerformanceGood
| Odds Of DistressLow
|
Bts Enhanced is trading at 9.79 as of the 21st of July 2025; that is 0.31% down since the beginning of the trading day. The fund's open price was 9.82. Bts Enhanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing at least 80 percent of the funds net assets in large-cap and mid-cap U.S. issued stocks. Stocks are considered U.S. issued if they are incorporated in the United States. The fund invests in large-cap and mid-cap issuers by removing stocks that the adviser considers to be small-cap at the time of purchase.. More on Bts Enhanced Equity
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Bts Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | BTS Funds, Large Funds, Large Value Funds, Consumer Funds, Large Value, BTS (View all Sectors) |
| Update Date | 30th of June 2025 |
Bts Enhanced Equity [EEQAX] is traded in USA and was established 21st of July 2025. Bts Enhanced is listed under BTS category by Fama And French industry classification. The fund is listed under Large Value category and is part of BTS family. The entity is thematically classified as Consumer Funds. Bts Enhanced Equity currently has accumulated 8.11 M in assets under management (AUM) with no minimum investment requirements
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Bts Enhanced Equity Risk Profiles
| Mean Deviation | 0.5161 | |||
| Semi Deviation | 0.6323 | |||
| Standard Deviation | 0.6893 | |||
| Variance | 0.4752 |
Bts Enhanced Against Markets
Other Information on Investing in Bts Mutual Fund
Bts Enhanced financial ratios help investors to determine whether Bts Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bts with respect to the benefits of owning Bts Enhanced security.
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