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Beacon Planned Return Strategy Fund Institutional Class: (MF: BPRLX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:00 PM ET

$9.77 USD

+0.01 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.71 54
3 months 1.35 49
6 months 4.09 58
1 Year 10.93 69
3 Year 12.42 77
5 Year 8.29 70
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.13
5 Year 8.19
10 Year NA
Since Inception 7.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.20 6.49 3.33 2.21
2024 3.23 2.39 2.51 1.92
2023 6.41 5.82 -0.09 5.84
2022 -0.19 -10.50 -3.43 7.22
2021 2.94 2.67 -0.09 3.87

Annual Return

202620252024202320222021202020192018
% Total Return 0.7111.1310.4519.08-7.519.689.4118.01-2.38
% Total Return Rel to Index -0.94-7.08-14.56-7.1510.68-18.99-8.98-13.472.00
% Total Return Rel to Peer -1.02-1.57-8.93-3.9112.18-12.37-10.50-10.414.47
% Perf Quintile vs Peer* 4.004.000.003.001.005.004.005.002.00
% Dividends 0.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.231.630.610.001.430.530.670.79
Expense Ratio 0.001.231.201.211.191.191.201.170.00

* 1 = Top 20%, 5 = Bottom 20%