Westwood Broadmark Tactical Growth FundFTGWX
Type
Mutual fund
Peer group
Allocation
Net assets
$184.4M
Expense ratio
1.41%
1-year return
+15.9%
3 years, a year
+8.0%
5 years, a year
—
Holdings
10
What it aims to do.
The Westwood Broadmark Tactical Growth Funds (the Fund) investment objective is to produce above-average, risk adjusted returns, in any market environment, while exhibiting less downside volatility than the S&P 500 Index.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Funds Inc | 44.16% |
| Invesco Qqq Trust, Series 1 | 10.30% |
| Select Sector SPDR Trust (The) | 9.80% |
| Select Sector SPDR Trust (The) | 5.97% |
| SPDR Series Trust | 5.40% |
| SPY SPDR S&P 500 ETF Trust | 5.24% |
| Select Sector SPDR Trust (The) | 4.98% |
| Invesco Exchange Traded Fund Trust | 4.97% |
| iShares Inc | 4.88% |
| Vaneck ETF Trust | 4.23% |
More on FTGWX.
- FTGWX overview
- FTGWX holdings
- FTGWX risk
- FTGWX costs
- FTGWX money in and out
- FTGWX share classes
- Compare FTGWX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.