Advertisement
Skip to Content

Westwood Broadmark Tactical Growth C FTGOX

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%

Morningstar’s Analysis FTGOX

Will FTGOX outperform in future?

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

Summary

|

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.

Unlock our full analysis with Morningstar Investor