Beacon Investment Advisory Mutual Funds List
Here you can find all mutual funds issued by Beacon Investment Advisory and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.19%
- Avg. 1 Year Return
- 13.53%
- Avg. 5 Year Return
- 12.17%
- Median Risk/Return Score
- 85 / 100
Beacon Investment Advisory Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Planned Return Strategy Fund | Options Trading | Oct 1, 2017 | 1.19% | 5.08% | — | 11.94% | 85 |
Explore top Beacon Investment Advisory Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Beacon Investment Advisory Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Beacon Planned Return Strategy Fund | 85 | — | Oct 2017 |
Best-Performing Beacon Investment Advisory Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Beacon Planned Return Strategy Fund | 12.17% | — | Oct 2017 |
Lowest-Cost Beacon Investment Advisory Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Beacon Planned Return Strategy Fund | 1.19% | — | Oct 2017 |
Highest-Yield Beacon Investment Advisory Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Beacon Planned Return Strategy Fund | 11.94% | — | Oct 2017 |
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Top Mutual funds Comparisons
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