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Nasdaq - Delayed Quote USD

Westwood Broadmark Tactical Plus C (SBTCX)

10.13
-0.02
(-0.20%)
At close: February 10 at 8:01:26 PM EST
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  • Previous Close 10.15
  • YTD Return 0.00%
  • Expense Ratio 2.57%
  • Category Options Trading
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 70.4M
  • Beta (5Y Monthly) 0.07
  • Yield 2.62%
  • 5y Average Return --
  • Holdings Turnover 1,280.00%
  • Last Dividend 0.27
  • Inception Date Dec 15, 2014

The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of instruments that provide exposure to U.S. and non-U.S. equity securities. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds ("ETFs").

Westwood

Fund Family

Options Trading

Fund Category

70.4M

Net Assets

2014-12-15

Inception Date

More about Westwood Broadmark Tactical Plus C

Performance Overview: SBTCX

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Trailing returns as of 2/6/2025. Category is Options Trading.

YTD Return

SBTCX
0.00%
Category
6.64%
 

1-Year Return

SBTCX
1.93%
Category
16.67%
 

3-Year Return

SBTCX
0.96%
Category
6.96%
 

5-Year Return

SBTCX
2.44%
Category
6.01%
 

Holdings: SBTCX

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Sector Weightings

SectorSBTCX
Technology   16.36%
Financial Services   13.97%
Industrials   13.86%
Healthcare   12.88%
Consumer Cyclical   10.84%
Consumer Defensive   7.03%
Utilities   6.48%
Real Estate   6.00%
Energy   4.43%
Basic Materials   4.36%
Communication Services   3.78%
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Recent News: SBTCX

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Research Reports: SBTCX

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