FTGWX Mutual Fund (Westwood Broadmark Tactical Growth Fund Institutional Class) is managed by Westwood Funds with $170.4M in net assets. FTGWX expense ratio is 1.41%, holding 6 positions across sectors including Financials, Utilities, Energy. Inception date: 2009-09-14.

FTGWX performance shows a YTD return of 6.70%. The 1-year return is 15.84% and the 5-year return is 2.99%. FTGWX dividend yield stands at 1.45%, paid annually.

FTGWX 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 FTGWX holdings, sector breakdown, or dividend history.

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