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Morningstar

Westwood Broadmark Tactical Plus F BTPIX

Morningstar Medalist Rating
Medalist Rating as of | See Salient Investment Hub
  • NAV / 1-Day Return 11.73  /  +0.60 %
  • Total Assets 73.1 Mil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.96%
  • Turnover —

USD | NAV as of May 15, 2024 | 1-Day Return as of May 15, 2024, 10:19 PM GMT+0

Morningstar’s Analysis BTPIX

Will BTPIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BTPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BTPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BTPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Westwood Broadmark Tactical Plus F to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BTPIX

More BTPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco S&P 500® Equal Weight ETF

50.46 36.8 Mil
—

First American Government Obligs U

49.51 36.1 Mil
Cash and Equivalents

S&P Emini 1St Wk Apr24p

0.03 21,000
—

Morgan Stanley Margin Dep

0.00 4
Cash and Equivalents

S&P Emini 3Rd Wk Mar24p

0.00 0
—