FTGWX Mutual Fund

FTGWX Mutual Fund (Westwood Broadmark Tactical Growth Fund Institutional Class) is managed by Westwood Funds with $170.3M in net assets. FTGWX expense ratio is 1.41%, holding 10 positions across sectors including Financials, Utilities, Energy. Inception date: 2009-09-14.

FTGWX performance shows a YTD return of 5.41%. The 1-year return is 13.79% and the 5-year return is 2.63%. FTGWX dividend yield stands at 1.48%, paid annually.

FTGWX 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 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.