BTPIX Mutual Fund

BTPIX Mutual Fund (Westwood Broadmark Tactical Plus Fund Class F) is managed by Westwood Funds with $31.4M in net assets. BTPIX expense ratio is 1.17%, holding 7 positions across sectors including Financials, Materials, Energy. 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 1.38%. BTPIX dividend yield stands at 2.70%, paid annually.

BTPIX top holdings include First American Government Obligations Fund (68.5%), Invesco S&P 500 Equal Weight Etf (Rsp) (12.2%), Spdr S&P Metals & Mining Etf Usd (5.5%), Energy Select Sector Spdr Fund (5.0%), Vaneck Gold Miners Etf/Usa (4.4%). 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.