FTAGX Mutual Fund
FTAGX Mutual Fund
Westwood Broadmark Tactical Growth Fund Class A
FTAGX Mutual Fund Overview
FTAGX Mutual Fund (Westwood Broadmark Tactical Growth Fund Class A) is managed by Westwood Funds with $15.6M in net assets. FTAGX expense ratio is 1.70%, holding 10 positions across sectors including Financials, Utilities, Energy. Inception date: 2010-03-12.
FTAGX performance shows a YTD return of 6.74%. The 1-year return is 16.35% and the 5-year return is 2.72%. FTAGX dividend yield stands at 1.29%, paid annually.
FTAGX top holdings include Utilities Select Sector Spdr Fund (20.1%), Select Sector Spdr Tr Energy (19.7%), Spdr S&P Met & M (15.8%), Spdr S&p 500 ETF (15.3%), Invesco S&P 500 Equal Weight Etf (Rsp) (15.1%). View all FTAGX holdings, sector breakdown, or dividend history.
FTAGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.