Westwood Broadmark Tactical Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Westwood Broadmark Tactical Growth Fund C Class Shares FTGOX
- NAV / 1-Day Return 25.76 / −2.39 %
- Total Assets 193.2M
-
Adj. Expense Ratio
2.360%
- Expense Ratio 2.210%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Equity Hedged
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.06%
- Turnover 179%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:33 AM GMT+0
Morningstar’s Analysis FTGOX
Will FTGOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
First American Government Obligs U | 44.19 | 81M | Cash and Equivalents |
Invesco QQQ Trust | 10.31 | 19M | — |
State Street®TechSelSectSPDR®ETF | 9.80 | 18M | — |
State Street®EngySelSectSPDR®ETF | 5.98 | 11M | — |
Stt Strt®SPDR®S&P®Mtls &MngETF | 5.40 | 10M | — |
State Street® SPDR® S&P 500® ETF | 5.25 | 10M | — |
State Street® IndstrlSelSectSPDR®ETF | 4.98 | 9M | — |
Invesco S&P 500® Equal Weight ETF | 4.97 | 9M | — |
iShares MSCI Eurozone ETF | 4.89 | 9M | — |
VanEck Gold Miners ETF | 4.23 | 8M | — |
United States