FTGOX Mutual Fund
FTGOX Mutual Fund
Westwood Broadmark Tactical Growth Fund Class C

FTGOX Mutual Fund Overview
FTGOX Mutual Fund (Westwood Broadmark Tactical Growth Fund Class C) is managed by Westwood Funds with $2.1M in net assets. FTGOX expense ratio is 2.36%, holding 6 positions across sectors including Financials, Utilities, Energy. Inception date: 2009-09-14.
FTGOX performance shows a YTD return of 6.42%. The 1-year return is 15.59% and the 5-year return is 1.83%. FTGOX dividend yield stands at 1.08%, paid annually.
FTGOX 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 FTGOX holdings, sector breakdown, or dividend history.
FTGOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTGOX alternatives are available via the screener, along with tax-loss harvesting opportunities.