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Westwood Broadmark Tactical Growth C FTGOX

Medalist Rating as of | See Salient Investment Hub
  • NAV / 1-Day Return 22.75  /  −0.66 %
  • Total Assets 169.9 Mil
  • Adj. Expense Ratio
    2.430%
  • Expense Ratio 2.430%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.13%
  • Turnover 565%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FTGOX

Will FTGOX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings FTGOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 61.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

38.65 68.1 Mil
Cash and Equivalents

SPDR® S&P 500® ETF Trust

35.94 63.4 Mil

Invesco S&P 500® Equal Weight ETF

10.23 18.0 Mil

The CommunicationServicesSelSectSPDR®ETF

5.17 9.1 Mil

The Health Care Select Sector SPDR® ETF

5.16 9.1 Mil

The Utilities Select Sector SPDR® ETF

4.85 8.5 Mil