Nasdaq - Delayed Quote USD

Westwood Broadmark Tactical Gr Inst (FTGWX)

26.31
+0.01
+(0.04%)
At close: 8:01:01 PM EDT
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  • Previous Close 26.30
  • YTD Return -0.79%
  • Expense Ratio 1.43%
  • Category Options Trading
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 162.16M
  • Beta (5Y Monthly) 0.15
  • Yield 3.14%
  • 5y Average Return --
  • Holdings Turnover 156.00%
  • Last Dividend 0.83
  • Inception Date Sep 14, 2009

The fund's investment strategy is designed to evaluate the market to determine whether the market as a whole or a particular sector or industry is undervalued or overvalued. Broadmark Asset Management LLC ("Broadmark" or the "Sub-Advisor") seeks to identify potential long and short investments that the advisor believes offer the greatest risk-adjusted potential for returns.

Westwood

Fund Family

Options Trading

Fund Category

162.16M

Net Assets

2009-09-14

Inception Date

More about Westwood Broadmark Tactical Gr Inst

Performance Overview: FTGWX

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Trailing returns as of 5/9/2025. Category is Options Trading.

YTD Return

FTGWX
0.79%
Category
6.64%
 

1-Year Return

FTGWX
5.85%
Category
16.67%
 

3-Year Return

FTGWX
1.79%
Category
6.96%
 

5-Year Return

FTGWX
3.13%
Category
6.01%
 

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Holdings: FTGWX

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Sector Weightings

SectorFTGWX
Communication Services   26.56%
Utilities   18.62%
Financial Services   17.60%
Healthcare   9.80%
Technology   9.67%
Consumer Defensive   9.40%
Consumer Cyclical   3.36%
Industrials   2.54%
Real Estate   0.91%
Basic Materials   0.77%
Energy   0.77%
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Recent News: FTGWX

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Research Reports: FTGWX

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