C
Westwood Broadmark Tactical Plus Fund F Class Shares BTPIX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings BTPIX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info BTPIX-NASDAQ Click to
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Provider Westwood
Manager/Tenure (Years) Ricardo L. Cortez (12), Richard P. Damico (12), J. Dyer Kennedy (12), 1 other
Website http://www.westwoodfunds.com
Fund Information BTPIX-NASDAQ Click to
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Fund Name Westwood Broadmark Tactical Plus Fund F Class Shares
Category Equity Hedged
Sub-Category Equity Miscellaneous
Prospectus Objective Growth and Income
Inception Date Dec 31, 2012
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares BTPIX-NASDAQ Click to
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Dividend Yield 4.03%
Dividend BTPIX-NASDAQ Click to
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Dividend Yield (Forward) --
Asset Allocation BTPIX-NASDAQ Click to
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Cash 100.00%
Stock 0.00%
U.S. Stock 0.00%
Non-U.S. Stock 0.00%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History BTPIX-NASDAQ Click to
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7-Day Total Return 0.37%
30-Day Total Return 0.09%
60-Day Total Return 0.84%
90-Day Total Return -1.64%
Year to Date Total Return -5.52%
1-Year Total Return -6.19%
2-Year Total Return -1.12%
3-Year Total Return 2.92%
5-Year Total Return 11.12%
Price BTPIX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV BTPIX-NASDAQ Click to
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1-Month Low NAV $10.72
1-Month High NAV $10.79
52-Week Low NAV $10.68
52-Week Low NAV (Date) May 02, 2025
52-Week High NAV $12.09
52-Week High Price (Date) Jul 16, 2024
Beta / Standard Deviation BTPIX-NASDAQ Click to
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Beta 0.10
Standard Deviation 4.31
Balance Sheet BTPIX-NASDAQ Click to
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Total Assets 68.89M
Operating Ratios BTPIX-NASDAQ Click to
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Expense Ratio 1.17%
Turnover Ratio 1,280.00%
Performance BTPIX-NASDAQ Click to
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Last Bull Market Total Return 4.16%
Last Bear Market Total Return -1.21%