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Westwood Broadmark Tactical Growth A FTAGX

Quantitative rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 24.28  /  0.12 %
  • Total Assets 260.7 Mil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.700%
  • 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 0.00
  • Turnover 201%

Morningstar’s Analysis FTAGX

Will FTAGX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Westwood Broadmark Tactical Growth A to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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