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Westwood Broadmark Tactical Gr Inst FTGWX

Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 26.38  /  0.08 %
  • Total Assets 248.1 Mil
  • Adj. Expense Ratio
  • 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%

Morningstar’s Analysis FTGWX

Will FTGWX outperform in future?

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

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


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

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Portfolio Holdings FTGWX

  • 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

First American Government Obligs X

Cash and Equivalents

SPDR® S&P 500 ETF Trust