FTGWX Mutual Fund

FTGWX Mutual Fund (Westwood Broadmark Tactical Growth Fund Institutional Class) is managed by Westwood Funds with $160.4M in net assets. FTGWX expense ratio is 1.41%, holding 7 positions across sectors including Financials. Inception date: 2009-09-14.

FTGWX performance shows a YTD return of 5.26%. The 1-year return is 8.53% and the 5-year return is 3.18%. FTGWX dividend yield stands at 2.96%, paid annually.

FTGWX top holdings include Spdr S&p 500 ETF Trust (20.7%), Invesco Qqq Trus (20.3%), Invesco S&P 500 Equal Weight Etf (Rsp) (19.0%), Technology Select Sector Spdr Fund Common Stock (11.1%), Health Care Select Sector Spdr Fund Common Stock (10.4%). Go to all FTGWX holdings, FTGWX sectors, or FTGWX dividends.

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