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Morningstar

Westwood Broadmark Tactical Gr Inst FTGWX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 26.38  /  0.08 %
  • Total Assets 248.1 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 1,037%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:13 PM GMT+0

Morningstar’s Analysis FTGWX

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

People Pillar

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

A drop in People Pillar rating is the primary driver of Westwood Broadmark Tactical Gr Inst's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FTGWX

More FTGWX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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