Westwood Broadmark Tactical Gr Inst

Frequently Asked Questions About FTGWX

What does FTGWX invest in?

The fund's investment approach involves a detailed market analysis, examining both overall economic conditions and specific industry segments, to pinpoint assets that are either underpriced or overpriced. Broadmark Asset Management LLC, serving as the Sub-Advisor, then identifies suitable opportunities for both buying (long) and selling short, prioritizing those expected to yield the highest returns relative to their associated risk.

What is the expense ratio of FTGWX?

Westwood Broadmark Tactical Gr Inst (FTGWX) charges an expense ratio of 1.41%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FTGWX?

Westwood Broadmark Tactical Gr Inst (FTGWX) manages $180.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is FTGWX actively managed or an index fund?

FTGWX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (FTGWX's is 1.41%) in exchange for the discretion to over- or under-weight positions.

When was FTGWX launched?

Westwood Broadmark Tactical Gr Inst (FTGWX) launched in September 2009 and is managed by the fund issuer.

How has FTGWX performed?

FTGWX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.