Morningstar

Westwood Broadmark Tactical Plus Fund F Class Shares BTPIX

Morningstar Medalist Rating
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Medalist Rating as of See Westwood Investment Hub
  • NAV / 1-Day Return $11.05  /  +0.27 %
  • Fund Size $62.3M
  • Adjusted Expense Ratio 1.170%
  • Net Expense Ratio 1.040%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Equity Hedged
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.75%
  • Turnover Ratio 670%
NAV and 1-Day Return as of

Morningstar’s Analysis BTPIX

Will BTPIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Westwood Broadmark Tactical Plus F holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Ms Positive Var Margin

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Morgan Stanley Margin Dep

0.38 303,390
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S&P Emini 3Rd Wk Oct26p

0.09 72,240
—

S&P Emini 2Nd Wee Oct26p

0.02 14,910
—

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