Morningstar

Westwood Broadmark Tactical Growth A FTAGX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 25.21  /  −0.08 %
  • Total Assets 165.9 Mil
  • Adj. Expense Ratio
    1.730%
  • Expense Ratio 1.730%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Long-Short Equity
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.76%
  • Turnover 565%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis FTAGX

Will FTAGX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTAGX 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 FTAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Westwood Broadmark Tactical Growth A's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FTAGX

More FTAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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