BRTNX Mutual Fund
BRTNX Mutual Fund
Bretton Fund

BRTNX Mutual Fund Overview
BRTNX Mutual Fund (Bretton Fund) is managed by Bretton Fund with $126.8M in net assets. BRTNX expense ratio is 1.35%, holding 18 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2010-09-30.
BRTNX performance shows a YTD return of -1.08%. The 1-year return is 10.68% and the 5-year return is 10.36%. BRTNX dividend yield stands at 1.54%, paid annually.
BRTNX top holdings include Alphabet Inc. C (14.6%), Ross Stores, Inc. (6.7%), Tjx Cos., Inc. (6.7%), Jpmorgan Chase & Co (6.3%), American Express Co. (6.2%). View all BRTNX holdings, sector breakdown, or dividend history.
BRTNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRTNX alternatives are available via the screener, along with tax-loss harvesting opportunities.