BTPIX Mutual Fund
BTPIX Mutual Fund
Westwood Broadmark Tactical Plus Fund Class F

BTPIX Mutual Fund Overview
BTPIX Mutual Fund (Westwood Broadmark Tactical Plus Fund Class F) is managed by Westwood Funds with $31.8M in net assets. BTPIX expense ratio is 1.17%, holding 7 positions across sectors including Unknown, Financials, Materials. Inception date: 2012-12-31.
BTPIX performance shows a YTD return of 2.21%. The 1-year return is 8.24% and the 5-year return is 2.68%. BTPIX dividend yield stands at 2.69%, paid annually.
BTPIX top holdings include First American Government Obligations Fund (69.7%), Invesco S&P 500 Equal Weight Etf (Rsp) (11.9%), Spdr S&p Metals & Mining ETF (5.6%), Morgan Stanley (5.1%), Vaneck Vectors Gold Miners Etf (3.3%). View all BTPIX holdings, sector breakdown, or dividend history.
BTPIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BTPIX alternatives are available via the screener, along with tax-loss harvesting opportunities.