Westwood Broadmark Tactical Growth (S:0P0000TYN3)
23.56
+0.35
(+1.53%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 12, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 9 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 23.29% | 91.48 | 0.02% |
| SPDR S&P 500 ETF Trust | 20.22% | 692.62 | -0.21% |
| Invesco QQQ Trust, Series 1 | 14.96% | 624.53 | -0.34% |
| VanEck Gold Miners ETF | 10.31% | 95.85 | 3.55% |
| iShares MSCI Eurozone ETF | 9.96% | 66.19 | 0.39% |
| State Street Utilities Select Sector SPDR ETF | 5.58% | 42.54 | 0.07% |
| State Street Com Svc Sel Sec SPDR ETF | 5.32% | 117.37 | -0.46% |
| State Street Energy Select Sector SPDR ETF | 5.13% | 46.20 | -1.01% |
| State Street Industrial Select Sector SPDR ETF | 5.12% | 162.66 | 0.45% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |