Unlock stock picks and a broker-level newsfeed that powers Wall Street. Upgrade Now
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

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Scottrade Load
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Schwab Institutional Only
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • Ameritas NTFN
  • Scottrade NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Vanguard Load
  • Vanguard Load-Waived
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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").

Fund Overview

Category Options Trading
Fund Family Westwood
Net Assets 70.4M
YTD Return 0.00%
Yield 2.62%
Morningstar Rating
Inception Date Dec 15, 2014

Performance & Risk

YTD Return -0.20%
5y Average Return 1.85%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.07
Morningstar Risk Rating

Related Tickers

LSHCX Kinetics Spin-Off and Corp Rest Adv C
33.97
+4.75%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
39.98
+4.74%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
37.83
+4.73%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
38.12
+4.73%
 
WWNPX Kinetics Paradigm No Load
154.92
+3.88%
 
KNPAX Kinetics Paradigm Adv A
146.90
+3.87%
 
KNPYX Kinetics Paradigm Instl
157.17
+3.87%
 
KNPCX Kinetics Paradigm Adv C
130.35
+3.87%
 
KSCYX Kinetics Small Cap Opportunities Inst
195.61
+3.84%
 
KSOCX Kinetics Small Cap Opportunities Adv C
170.57
+3.84%
 
KSOAX Kinetics Small Cap Opportunities Adv A
182.49
+3.83%
 
KSCOX Kinetics Small Cap Opportunities No Load
190.67
+3.83%
 
FIKGX Fidelity Advisor Semiconductors Z
80.24
+3.28%
 
FELIX Fidelity Advisor Semiconductors I
79.97
+3.28%
 
FELCX Fidelity Advisor Semiconductors C
57.32
+3.28%
 
FELAX Fidelity Advisor Semiconductors A
73.40
+3.28%
 
FELTX Fidelity Advisor Semiconductors M
68.03
+3.26%
 
FSELX Fidelity Select Semiconductors
29.98
+3.24%
 
RYSIX Rydex Electronics Inv
383.07
+3.14%
 
RYELX Rydex Electronics A
347.01
+3.14%
 
RYSAX Rydex Electronics H
336.02
+3.14%
 
RCMFX Schwartz Value Focused
57.33
+2.65%
 
ENPSX ProFunds UltraSector Energy Fund
34.04
+2.50%
 
KMKCX Kinetics Market Opportunities Adv C
80.07
+2.50%
 
KMKYX Kinetics Market Opportunities Inst
87.60
+2.49%
 
KMKNX Kinetics Market Opportunities No Load
86.09
+2.49%
 
KMKAX Kinetics Market Opportunities Adv A
84.51
+2.49%
 
ENPIX ProFunds UltraSector Energy Fund
40.15
+2.48%
 
AVEMX Ave Maria Value
28.11
+2.18%
 
CCIFX Columbia Seligman Technology And Info S
139.37
+1.83%
 
CCOYX Columbia Seligman Technology and Information Fund
138.82
+1.83%
 
SCMIX Columbia Seligman Tech & Info Inst2
140.67
+1.83%
 
SLMCX Columbia Seligman Tech & Info A
116.87
+1.83%
 
CCIZX Columbia Seligman Tech & Info Inst
139.37
+1.83%
 
SCIRX Columbia Seligman Tech & Info R
104.42
+1.82%
 
SGTTX Columbia Seligman Global Tech Inst2
72.21
+1.82%
 
CSGZX Columbia Seligman Global Tech Inst
71.39
+1.81%
 
CSGAX Columbia Seligman Global Technology S
71.40
+1.81%
 
CGTYX Columbia Seligman Global Tech Inst3
71.54
+1.81%
 
SGTRX Columbia Seligman Global Tech R
63.14
+1.81%
 
HNRGX Hennessy Energy Transition Investor
27.07
+1.81%
 
HNRIX Hennessy Energy Transition Instl
27.69
+1.80%
 
SHGTX Columbia Seligman Global Tech A
68.39
+1.80%
 
SHTCX Columbia Seligman Global Tech C
37.91
+1.80%
 
NEAIX Needham Aggressive Growth Institutional
46.12
+1.74%
 
NEAGX Needham Aggressive Growth Retail
43.64
+1.72%
 
WIREX Wireless
17.72
+1.66%
 
GMCFX GMO International Equity Fund
28.11
+1.63%
 
GMOIX GMO International Equity Fund
28.16
+1.62%
 
FTZCX FullerThaler Behvrll Uncnstd Eq C
50.94
+1.60%
 
FTZFX FullerThaler Behvrll Uncnstd Eq R6
52.03
+1.58%
 
FTZAX FullerThaler Behvrll Uncnstd Eq A
51.63
+1.57%
 
GIOTX GMO Intl Developed Equity Allc III
19.46
+1.57%
 
FTZIX FullerThaler Behavrl Uncnstd Eq
51.96
+1.56%
 
GDLFX Gotham Defensive Long 500 Institutional
18.94
+1.55%
 
FIKAX Fidelity Advisor Energy Z
45.62
+1.54%
 
BIVSX Invenomic Super Institutional
18.52
+1.54%
 
BIVRX Invenomic Investor
17.88
+1.53%
 
FSENX Fidelity Select Energy Portfolio
55.60
+1.52%
 
BIVIX Invenomic Institutional
18.25
+1.50%
 
MCMVX Monongahela All Cap Value Fund
19.61
+1.50%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
71.43
+1.48%
 
FTSAX FullerThaler Behvrl S-M Cor Eq A
37.16
+1.47%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
104.02
+1.47%
 
FTSIX FullerThaler Behvrl S-M Cor Eq Instl
37.36
+1.47%
 
QRSVX FPA Queens Road Small Cap Value Inv
38.92
+1.46%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
500.10
+1.44%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
499.93
+1.44%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
351.20
+1.44%
 
TIBGX Thornburg Investment Income Builder R4
27.75
+1.39%
 
HWLZX Hotchkis & Wiley Large Cap Fdml Value Z
42.47
+1.38%
 
TIBMX Thornburg Investment Income Builder R5
27.91
+1.38%
 
TIBIX Thornburg Investment Income Builder I
27.93
+1.38%
 
TIBCX Thornburg Investment Income Builder C
27.67
+1.36%
 
TIBRX Thornburg Investment Income Builder R3
27.70
+1.35%
 
TIBAX Thornburg Investment Income Builder A
27.72
+1.35%
 
AIFRX abrdn Global Infrastructure Instl
23.26
+1.35%
 
TIBOX Thornburg Investment Income Builder R6
27.84
+1.35%
 
UMPIX ProFunds UltraMid Cap Fund
60.35
+1.34%
 
RYAVX Rydex S&P MidCap 400 Pure Value H
70.22
+1.34%
 
RYMVX Rydex S&P MidCap 400 Pure Value A
70.33
+1.34%
 
RYMMX Rydex S&P MidCap 400 Pure Value C
55.97
+1.34%
 
UMPSX ProFunds UltraMid Cap Fund
46.50
+1.33%
 
HHDFX Hamlin High Dividend Equity Instl
35.26
+1.32%
 
HHDVX Hamlin High Dividend Equity Inv
35.30
+1.32%
 
VEIPX Vanguard Equity Income Fund
43.57
+1.30%
 
VEIRX Vanguard Equity Income Fund
91.30
+1.30%
 
PVFAX Paradigm Value
51.22
+1.29%
 
FSUTX Fidelity Select Utilities
120.18
+1.28%
 
FUGCX Fidelity Advisor Utilities C
42.23
+1.27%
 
HWGIX Hotchkis & Wiley Global Value I
15.17
+1.27%
 
HWGAX Hotchkis & Wiley Global Value A
15.20
+1.27%
 
AVALX Aegis Value I
37.75
+1.26%
 
FUGAX Fidelity Advisor Utilities A
43.44
+1.26%
 
UBVAX Undiscovered Managers Behavioral Value Fund
78.89
+1.26%
 
FAUFX Fidelity Advisor Utilities Fund
43.59
+1.25%
 
FIUIX Fidelity Telecom and Utilities
33.92
+1.25%
 
UBVVX Undiscovered Managers Behavioral Value Fund
81.67
+1.25%
 
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
77.67
+1.25%
 
UBVLX Undiscovered Managers Behavioral Value Fund
81.78
+1.25%