Morningstar

Westwood Broadmark Tactical Pls Inst SBTIX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 11.48  /  0.00
  • Total Assets 71.8 Mil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.580%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.62%
  • Turnover 0

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0

Morningstar’s Analysis SBTIX

Will SBTIX 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 SBTIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SBTIX 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 SBTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Westwood Broadmark Tactical Pls Inst'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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SBTIX

More SBTIX 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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