BTPIX Mutual Fund

BTPIX Mutual Fund (Westwood Broadmark Tactical Plus Fund Class F) is managed by Westwood Funds with $31.7M in net assets. BTPIX expense ratio is 1.17%, holding 7 positions across sectors including Financials, Materials. Inception date: 2012-12-31.

BTPIX performance shows a YTD return of 2.12%. The 1-year return is 6.54% and the 5-year return is 2.17%. BTPIX dividend yield stands at 2.74%, paid annually.

BTPIX top holdings include First American Government Obligations Fund (69.7%), Invesco S&P 500 Equal Weight Etf (Rsp) (11.9%), Spdr S&P Met & M (5.6%), Morgan Stanley (5.1%), Vaneck Gold Miners Etf/Usa (3.3%). Go to all BTPIX holdings, BTPIX sectors, or BTPIX dividends.

BTPIX can be compared against other funds. Use BTPIX overlap to find shared positions, or BTPIX vs another fund for a side-by-side view. BTPIX alternatives are available via the screener, along with tax-loss harvesting opportunities.