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Westwood Broadmark Tactical Plus C SBTCX Fund Analysis

| Medalist Rating as of | See Salient Investment Hub

Morningstar’s Analysis SBTCX

Will SBTCX outperform in future?

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Westwood Broadmark Tactical Plus C to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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