SBTIX Mutual Fund (Westwood Broadmark Tactical Plus Fund Institutional Class) is managed by Westwood Funds with $32.6M in net assets. SBTIX expense ratio is 1.48%, holding 7 positions across sectors including Unknown, Financials, Materials. Inception date: 2014-12-15.

SBTIX performance shows a YTD return of 3.90%. The 1-year return is 7.50% and the 5-year return is 1.49%. SBTIX dividend yield stands at 2.78%, paid annually.

SBTIX 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 SBTIX holdings, sector breakdown, or dividend history.

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