Beacon Tactical Risk ETF

Frequently Asked Questions About BTR

What does BTR invest in?

The fund is an actively managed exchange-traded fund (“ETF”) that may engage in active trading. The fund advisor will use a “fund of funds” approach, and seeks to achieve the fund's investment objective by investing in the shares of market sector exchange-traded funds.

What is the expense ratio of BTR?

Beacon Tactical Risk ETF (BTR) charges an expense ratio of 1.54%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BTR?

Beacon Tactical Risk ETF (BTR) manages $36.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BTR actively managed or an index fund?

BTR is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BTR's is 1.54%) in exchange for the discretion to over- or under-weight positions.

When was BTR launched?

Beacon Tactical Risk ETF (BTR) launched in April 2023 and is managed by Beacon.

How has BTR performed?

BTR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.