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Morningstar

Westwood Broadmark Tactical Growth C FTGOX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 22.40  /  0.09 %
  • Total Assets 260.6 Mil
  • Adj. Expense Ratio
    2.410%
  • Expense Ratio 2.250%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 201%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis FTGOX

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

People Pillar

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

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 C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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