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Westwood Broadmark Tactical Growth A FTAGX

Medalist Rating as of | See Salient Investment Hub
  • NAV / 1-Day Return 23.71  /  −0.21 %
  • Total Assets 185.7 Mil
  • Adj. Expense Ratio
    1.730%
  • Expense Ratio 1.730%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.82%
  • Turnover 565%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis FTAGX

Will FTAGX outperform in future?

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Westwood Broadmark Tactical Growth A 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.

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Portfolio Holdings FTAGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

42.09 80.8 Mil
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Invesco S&P 500® Equal Weight ETF

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SPDR® S&P 500 ETF Trust

17.33 33.3 Mil

Morgan Stanley Margin Dep

0.00 4
Cash and Equivalents