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: 2.63%
Cash: 67.23%
Other: 30.13%
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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

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. Go to all SBTCX holdings, SBTCX sectors, or SBTCX dividends.

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