BTS Enhanced Equity Income Fund - Class A
EEQAX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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NAV
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Company Information
Provider
BTS
Manager/Tenure
(Years)
(Years)
Isaac Braley (1), Henry Pasts (1), Vilis Pasts (1), 1 other
Website
Address
BTS
Lexington MA - 2420
Lexington MA - 2420
Country
United States
Phone Number
877-287-9820
Investment Strategy
The investment seeks growth and income. The adviser seeks to achieve the fund’s investment objective by investing at least 80% of the fund’s 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.