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Morningstar

Westwood Broadmark Tactical Pls Inst SBTIX

Morningstar Medalist Rating
Medalist Rating as of | See Salient Investment Hub
  • NAV / 1-Day Return 11.28  /  0.00
  • Total Assets 71.8 Mil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.580%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.67%
  • Turnover —

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM GMT+0

Morningstar’s Analysis SBTIX

Will SBTIX 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 SBTIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SBTIX 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 SBTIX’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 Pls Inst to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SBTIX

More SBTIX 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
—