FTAGX Mutual Fund

FTAGX Mutual Fund (Westwood Broadmark Tactical Growth Fund Class A) is managed by Westwood Funds with $14.4M in net assets. FTAGX expense ratio is 1.70%, holding 11 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2010-03-12.

FTAGX performance shows a YTD return of 5.16%. The 1-year return is 6.28% and the 5-year return is -0.11%. FTAGX dividend yield stands at 1.31%.

FTAGX top holdings include First American Government Obligations Fund (37.4%), Spdr S&p 500 ETF Trust (10.6%), Invesco S&P 500 Equal Weight Etf (Rsp) (10.2%), Invesco Qqq Trus (10.0%), Vaneck Vectors Gold Miners Etf (5.6%). Go to all FTAGX holdings, FTAGX sectors, or FTAGX dividends.

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