Morningstar

Westwood Broadmark Tactical Plus F BTPIX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 11.79  /  0.00
  • Total Assets 71.8 Mil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.85%
  • Turnover 0

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 PM GMT+0

Morningstar’s Analysis BTPIX

Will BTPIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BTPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BTPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BTPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Westwood Broadmark Tactical Plus F's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BTPIX

More BTPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

56.63 71.3 Mil
Cash and Equivalents

E-mini S&P 500 Future Sept 24

42.71 53.8 Mil
—

Morgan Stanley Margin Dep

0.64 808,216
Cash and Equivalents

S&P Emini 1W Sep24p 5500

0.01 14,962
—

S&P500 Emini Aug24p 5500

0.00 525
—

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