Westwood Broadmark Tactical Plus FundSBTAX
Type
Mutual fund
Peer group
Allocation
Net assets
$64.1M
Expense ratio
1.73%
1-year return
+5.7%
3 years, a year
-17.4%
5 years, a year
—
Holdings
9
What it aims to do.
The Westwood Broadmark Tactical Plus Fund (the Fund) seeks to produce, in any market environment, above-average risk adjusted returns and less downside volatility than the S&P 500 Index.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Funds Inc | 68.50% |
| Invesco Exchange Traded Fund Trust | 12.15% |
| SPDR Series Trust | 5.54% |
| Select Sector SPDR Trust (The) | 4.99% |
| Vaneck ETF Trust | 4.40% |
| N/A | 2.68% |
| Chicago Mercantile Exchange | 1.49% |
| N/A | 1.20% |
| Chicago Mercantile Exchange | 0.93% |
More on SBTAX.
- SBTAX overview
- SBTAX holdings
- SBTAX risk
- SBTAX costs
- SBTAX money in and out
- SBTAX share classes
- Compare SBTAX 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.