Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Westwood Broadmark Tactical Plus A SBTAX Fund Analysis
Morningstar’s Analysis SBTAX
Will SBTAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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Parent Pillar