FTAGX Mutual Fund (Westwood Broadmark Tactical Growth Fund Class A) is managed by Westwood Funds with $14.8M in net assets. FTAGX expense ratio is 1.70%, holding 6 positions across sectors including Financials, Utilities, Energy. Inception date: 2010-03-12.

FTAGX performance shows a YTD return of 4.48%. The 1-year return is 16.35% and the 5-year return is 2.72%. FTAGX dividend yield stands at 1.29%, paid annually.

FTAGX top holdings include Utilities Select Sector Spdr F (20.1%), Energy Select Sector Spdr Fund (19.7%), Spdr S&p Metals & Mining ETF (15.8%), Spdr S&p 500 ETF Trust (15.3%), Invesco S&P 500 Equal Weight Etf (Rsp) (15.1%). View all FTAGX holdings, sector breakdown, or dividend history.

FTAGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.