SBTAX Mutual Fund

SBTAX Mutual Fund (Westwood Broadmark Tactical Plus Fund Class A) is managed by Westwood Funds with $339,021.39 in net assets. SBTAX expense ratio is 1.73%, holding 9 positions across sectors including Financials, Materials, Energy. Inception date: 2014-12-15.

SBTAX performance shows a YTD return of 3.38%. The 1-year return is 7.55% and the 5-year return is 0.92%. SBTAX dividend yield stands at 2.55%, paid annually.

SBTAX top holdings include First American Government Obligations Fund (68.5%), Invesco S&P 500 Equal Weight Etf (Rsp) (12.2%), Spdr S&P Met & M (5.5%), Energy Select Sector Spdr Fund (5.0%), Vaneck Gold Miners Etf/Usa (4.4%). Go to all SBTAX holdings, SBTAX sectors, or SBTAX dividends.

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