SBTCX Mutual Fund

SBTCX Mutual Fund

NAV$9.94
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Fund Essentials

Net Assets
$270,034.63
Expense Ratio
2.57%
Dividend Yield (Current)
2.68%
Holdings
7
Inception Date
Dec 15, 2014
Fund Family
Westwood Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-2.26%
1 Year-3.12%
3 Year+1.09%
5 Year+1.34%
10 Year+3.14%

Asset Allocation

Stocks: 5.27%
Cash: 72.25%
Other: 22.48%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.68%
Frequency
Annually
Latest Distribution
$0.72
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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SBTCX Mutual Fund Overview

SBTCX Mutual Fund (Westwood Broadmark Tactical Plus Fund Class C) is managed by Westwood Funds with $270,034.63 in net assets. SBTCX expense ratio is 2.57%, holding 7 positions across various sectors. Inception date: 2014-12-15.

SBTCX performance shows a YTD return of -2.26%. The 1-year return is -3.12% and the 5-year return is 1.34%. SBTCX dividend yield stands at 2.68%, paid annually.

SBTCX top holdings include a diversified portfolio. View all SBTCX holdings, sector breakdown, or dividend history.

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