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Westwood Broadmark Tactical Plus Fund - Institutional: (MF: SBTIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:09 PM ET

$10.46 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.13 69
3 months 3.06 77
6 months 7.01 67
1 Year 1.47 98
3 Year 2.55 98
5 Year 2.12 96
10 Year 4.55 90

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -2.67
5 Year 1.48
10 Year 3.83
Since Inception 3.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.23 -2.78 2.10 1.33
2024 1.78 1.05 0.34 -0.35
2023 -0.97 2.95 1.39 0.01
2022 -2.26 -1.32 -0.08 1.70
2021 0.85 3.06 -1.73 3.94

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.13-2.672.843.37-1.996.187.197.262.598.545.67
% Total Return Rel to Index 1.40-20.89-22.17-22.8716.21-22.50-11.21-24.236.98-13.25-6.25
% Total Return Rel to Peer 0.60-17.18-7.07-9.7810.97-5.32-3.49-9.939.09-4.92-0.59
% Perf Quintile vs Peer* 2.005.000.005.001.005.005.005.001.005.004.00
% Dividends 0.000.300.390.420.000.000.000.110.010.000.00
% Yield 0.002.803.462.630.030.000.000.940.060.000.00
Capital Gains ($) 0.000.000.000.050.830.000.730.570.350.990.47
Expense Ratio 0.001.351.351.361.391.401.401.401.401.801.80

* 1 = Top 20%, 5 = Bottom 20%