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.
Westwood Broadmark Tactical Plus C SBTCX
- NAV / 1-Day Return 10.29 / +0.10 %
- Total Assets 71.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.570%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Long-Short Equity
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 2.83%
- Turnover —
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0
Morningstar’s Analysis SBTCX
Will SBTCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Invesco S&P 500® Equal Weight ETF | 50.46 | 36.8 Mil | — |
First American Government Obligs U | 49.51 | 36.1 Mil | Cash and Equivalents |
S&P Emini 1St Wk Apr24p | 0.03 | 21,000 | — |
Morgan Stanley Margin Dep | 0.00 | 4 | Cash and Equivalents |
S&P Emini 3Rd Wk Mar24p | 0.00 | 0 | — |