FTGWX Mutual Fund

FTGWX Mutual Fund (Westwood Broadmark Tactical Growth Fund Institutional Class) is managed by Westwood Funds with $162.9M in net assets. FTGWX expense ratio is 1.41%, holding 11 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2009-09-14.

FTGWX performance shows a YTD return of 6.25%. The 1-year return is 6.66% and the 5-year return is 0.29%. FTGWX dividend yield stands at 2.94%.

FTGWX 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 FTGWX holdings, FTGWX sectors, or FTGWX dividends.

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