Morningstar

Westwood Broadmark Tactical Growth Fund A Class Shares FTAGX

Morningstar Medalist Rating
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Medalist Rating as of See Westwood Investment Hub
  • NAV / 1-Day Return $27.88  /  +0.40 %
  • Fund Size $178.5M
  • Adjusted Expense Ratio 1.700%
  • Net Expense Ratio 1.550%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Equity Hedged
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.31%
  • Turnover Ratio 179%
NAV and 1-Day Return as of

Morningstar’s Analysis FTAGX

Will FTAGX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Westwood Broadmark Tactical Growth A 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 FTAGX

More FTAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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