SBTIX Mutual Fund

SBTIX Mutual Fund (Westwood Broadmark Tactical Plus Fund Institutional Class) is managed by Westwood Funds with $32.4M in net assets. SBTIX expense ratio is 1.48%, holding 7 positions across sectors including Financials, Materials. Inception date: 2014-12-15.

SBTIX performance shows a YTD return of 2.19%. The 1-year return is 6.23% and the 5-year return is 1.07%. SBTIX dividend yield stands at 2.83%, paid annually.

SBTIX 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 Miners Etf/Usa (3.3%). Go to all SBTIX holdings, SBTIX sectors, or SBTIX dividends.

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