Morningstar

Westwood Broadmark Tactical Plus Fund Institutional Shares SBTIX

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub
  • NAV / 1-Day Return 10.75  /  +0.28 %
  • Total Assets 62.7M
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Equity Hedged
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.84%
  • Turnover 670%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:22 AM GMT+0

Morningstar’s Analysis SBTIX

Will SBTIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBTIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SBTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SBTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Westwood Broadmark Tactical Pls Inst holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SBTIX

More SBTIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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