FTAGX Mutual Fund

FTAGX Mutual Fund (Westwood Broadmark Tactical Growth Fund Class A) is managed by Westwood Funds with $15.9M 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 4.63%. The 1-year return is 13.46% and the 5-year return is 2.21%. FTAGX dividend yield stands at 1.32%, paid annually.

FTAGX top holdings include Utilities Select Sector Spdr F (20.1%), Energy Select Sector Spdr Fund (19.7%), Spdr S&P Met & M (15.8%), Spdr S&p 500 ETF Trust (15.3%), Invesco S&P 500 Equal Weight Etf (Rsp) (15.1%). Go to all FTAGX holdings, FTAGX sectors, or FTAGX dividends.

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