FTGOX Mutual Fund

FTGOX Mutual Fund (Westwood Broadmark Tactical Growth Fund Class C) is managed by Westwood Funds with $2.1M in net assets. FTGOX expense ratio is 2.36%, holding 10 positions across sectors including Financials, Utilities, Energy. Inception date: 2009-09-14.

FTGOX performance shows a YTD return of 4.24%. The 1-year return is 12.67% and the 5-year return is 1.31%. FTGOX dividend yield stands at 1.10%, paid annually.

FTGOX 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 FTGOX holdings, FTGOX sectors, or FTGOX dividends.

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