FTGWX – Westwood Broadmark Tactical Gr Inst Investment Strategy | Morningstar

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Strategy

The investment seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the S&P 500 Index. The fund's investment strategy is designed to evaluate the market to determine whether the market as a whole or a particular sector or industry is undervalued or overvalued. Broadmark Asset Management LLC ("Broadmark" or the "Sub-Advisor") seeks to identify potential long and short investments that the advisor believes offer the greatest risk-adjusted potential for returns.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FTGWX	Westwood Broadmark Tactical Growth Fund Institutional Shares	Institutional	Open			Sep 14, 2009	$163.04M	1.410%	Average	$100,000	$116,834.60
FTAGX	Westwood Broadmark Tactical Growth Fund A Class Shares	Front Load	Open			Mar 12, 2010	$14.41M	1.700%	Above Average	$1,000	−$982,862.63
FTGOX	Westwood Broadmark Tactical Growth Fund C Class Shares	Level Load	Open			Sep 14, 2009	$2.07M	2.360%	Above Average	$1,000	−$806,703.92

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