About BTPIX
Westwood Broadmark Tactical Plus Fund F Class Shares is an actively managed mutual fund designed to serve as a core portfolio holding for investors seeking both downside protection and participation in equity market upside. The fund's primary objective is to deliver above-average risk-adjusted returns with less volatility than the S&P 500 Index, regardless of prevailing market conditions. Employing a nimble, tactical strategy, the fund actively adjusts its market exposure based on macroeconomic and technical factors, aiming to sidestep significant downturns while remaining positioned for potential gains. To achieve its aims, the fund uses a variety of instruments including derivatives such as futures, options, swaps, and exchange-traded funds, and may deploy short selling and hedged equity strategies. This approach exposes the fund to unique risks—including volatility, leverage, and liquidity—with a focus on managing total market risk. The fund invests across market capitalizations and regions, though its portfolio tends to have a significant concentration in its top holdings. As part of the equity hedged Morningstar category, the fund is particularly relevant for investors seeking reduced equity beta and volatility in their asset allocation.
Fund Family Westwood
Category Options Trading
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BTPIX
Share Class F Class Shares
Index Index is not available on Lipper Database
BTPIX had a total return of 4.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.84%.
