Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Salient Mutual Funds
View all of Salient’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Salient Funds List
Share Class Type
1 to 17 of 17 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Westwood Broadmark Tactical Gr Inst | FTGWX | Long-Short Equity | — | 1.72% | 89 | 1.460% | Average | Institutional | $100,000 | |
| Westwood Broadmark Tactical Plus F | BTPIX | Long-Short Equity | — | 1.66% | 89 | 1.270% | Below Average | Institutional | — | |
| Westwood Salient MLP & Engy Infras A | SMAPX | Energy Limited Partnership | 15.39% | 30 | 1.400% | Above Average | Front Load | $1,000 | ||
| Westwood Salient MLP & Engy Infras C | SMFPX | Energy Limited Partnership | 15.12% | 47 | 2.130% | Above Average | Level Load | $1,000 | ||
| Westwood Salient MLP & Engy Infras Inst | SMLPX | Energy Limited Partnership | 14.40% | 27 | 1.150% | High | Institutional | $100,000 | ||
| Westwood Salient MLP & Engy Infras Ultr | SMRPX | Energy Limited Partnership | 15.59% | 26 | 1.060% | High | Retirement, Large | $1.0 Mil | ||
| Westwood Broadmark Tactical Growth A | FTAGX | Long-Short Equity | — | 1.59% | 89 | 1.730% | Average | Front Load | $1,000 | |
| Westwood Broadmark Tactical Growth C | FTGOX | Long-Short Equity | — | 1.37% | 91 | 2.430% | Above Average | Level Load | $1,000 | |
| Westwood Broadmark Tactical Pls Inst | SBTIX | Long-Short Equity | — | 1.52% | 90 | 1.580% | Above Average | Institutional | $100,000 | |
| Westwood Broadmark Tactical Plus A | SBTAX | Long-Short Equity | — | 1.09% | 90 | 1.790% | Above Average | Front Load | $1,000 | |
| Westwood Broadmark Tactical Plus C | SBTCX | Long-Short Equity | — | 1.17% | 92 | 2.570% | High | Level Load | $1,000 | |
| Westwood Global Real Estate A | KIRAX | Global Real Estate | −3.61% | 77 | 1.260% | Average | Front Load | $1,000 | ||
| Westwood Global Real Estate C | KIRCX | Global Real Estate | −3.86% | 87 | 1.980% | Average | Level Load | $1,000 | ||
| Westwood Global Rl Estt Inst | KIRYX | Global Real Estate | −3.48% | 74 | 1.100% | Above Average | Institutional | $100,000 | ||
| Westwood Real Estate Inc Inst | KIFYX | Preferred Stock | −1.12% | 98 | 1.010% | Above Average | Institutional | $100,000 | ||
| Westwood Real Estate Income A | KIFAX | Preferred Stock | −1.25% | 99 | 1.250% | Above Average | Front Load | $1,000 | ||
| Westwood Real Estate Income C | KIFCX | Preferred Stock | −1.54% | 100 | 1.970% | Above Average | Level Load | $1,000 |
Salient Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank