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FTGOX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Westwood Broadmark Tactical Growth C (FTGOX) Ownership - Who owns Westwood Broadmark Tactical Growth C?

The investment seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the S&P 500 Index... Show more

Profile

Category
Equity Hedged
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A

Details

Group
Alternative Funds
Category
Unknown
Total Expense Ratio
2.38
Min. Initial Investment
1000.00
Fund Existence
almost 16 years
Turnover
156.00
Front Load
N/A
Net Assets
161971220.00
Manager Tenure
N/A

Fundamentals

FTGOX
Net Assets
162M
Fund Existence
almost 16 years
Turnover
156.00
Total Expense Ratio
2.38
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.38
Assets in Top Ten Holdings
200M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
2.47M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.10
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
7.00
Number of Net Holdings
7.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.13
Weighting Top Ten Holdings
100.00%
Gain YTD
0.575
Annual Yield % from dividends
2.50
Returns for 1 year
2.95
Returns for 3 years
-0.59
Returns for 5 years
-5.45
Returns for 10 years
3.90
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General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Hedged
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A