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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 11.56  /  0.00
  • Total Assets 71.8 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 3.91%
  • Turnover —

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 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.

A recent fee change and trends in other areas lead to an upgrade to Westwood Broadmark Tactical Plus F's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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
—