SBTIX Mutual Fund

SBTIX Mutual Fund (Westwood Broadmark Tactical Plus Fund Institutional Class) is managed by Westwood Funds with $32.3M in net assets. SBTIX expense ratio is 1.48%, holding 7 positions across sectors including Financials, Materials, Energy. 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 Class U (68.5%), Invesco S&P 500 Equal Weight ETF (12.2%), Spdr S&p Metals & Mining ETF (5.5%), Energy Select Sector Spdr Fund (5.0%), Vaneck Vectors Gold Miners Etf (4.4%). 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.