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Westwood Broadmark Tactical Growth A FTAGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Salient Investment Hub

Morningstar’s Analysis FTAGX

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

  • People Pillar

    The People Pillar is our evaluation of the FTAGX 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 FTAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Westwood Broadmark Tactical Growth A's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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