- 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 $188.6M 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's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- 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.
