SBTAX Mutual Fund

SBTAX Mutual Fund (Westwood Broadmark Tactical Plus Fund Class A) is managed by Westwood Funds with $341,793.62 in net assets. SBTAX expense ratio is 1.73%, holding 7 positions across sectors including Financials, Materials. Inception date: 2014-12-15.

SBTAX performance shows a YTD return of 3.87%. The 1-year return is 7.63% and the 5-year return is 1.32%. SBTAX dividend yield stands at 2.53%, paid annually.

SBTAX top holdings include First American Government Obligations Fund (69.7%), Invesco S&P 500 Equal Weight Etf (Rsp) (11.9%), Spdr S&P Met & M (5.6%), Morgan Stanley (5.1%), Vaneck Gold Mine (3.3%). View all SBTAX holdings, sector breakdown, or dividend history.

SBTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.