Westwood Broadmark Tactical Pls Inst holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Westwood Broadmark Tactical Plus Fund Institutional Shares SBTIX
- NAV / 1-Day Return 11.03 / −1.52 %
- Total Assets 65.3M
-
Adj. Expense Ratio
1.480%
- Expense Ratio 1.350%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Equity Hedged
- Investment Style Large Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 2.73%
- Turnover 670%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 3:13 AM GMT+0
Morningstar’s Analysis SBTIX
Will SBTIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SBTIX 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 SBTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
First American Government Obligs U | 49.99 | 44M | Cash and Equivalents |
E-mini Nasdaq 100 Future June 26 | 13.82 | 12M | — |
E-mini S&P 500 Future June 26 | 13.60 | 12M | — |
Invesco S&P 500® Equal Weight ETF | 8.87 | 8M | — |
Stt Strt®SPDR®S&P®Mtls &MngETF | 4.04 | 4M | — |
State Street®EngySelSectSPDR®ETF | 3.64 | 3M | — |
VanEck Gold Miners ETF | 3.21 | 3M | — |
Morgan Stanley Margin Dep | 1.96 | 2M | Cash and Equivalents |
Ms Positive Var Margin | 0.88 | 770,905 | Cash and Equivalents |
United States