BTPIX – Fund Analysis – Westwood Broadmark Tactical Plus F | Morningstar

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Will BTPIX outperform in future?

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

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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 Feb 29, 2024 Published on Feb 29, 2024

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