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Salient Tactical Growth C (FTGOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.45+0.02 (+0.09%)
At close: 06:45PM EDT

Salient Tactical Growth C

Cincinnati, OH 45246

225 Pictoria Drive, Suite 450

Ultimus Managers Trust

Management information
,Lead manager since 13 September 2009
Mr. Kennedy has served as Portfolio Manager of the Sub-Advisor since September 2022. Mr. Kennedy began his career at Divergence Analysis Inc, a proprietary research firm focused on developing research and models for active portfolio and risk management. Building on the firm’s methodology, he co- 77 founded Montcrest Capital LLC in 2017, a registered investment advisor managing a systematic equity strategy he co-developed for high-net worth and family office clients. Most recently, Mr. Kennedy was Vice President at eVestment, a division of Nasdaq, focusing on business development with hedge funds and other alternative managers. Mr. Kennedy holds a BBA in both Finance and Risk Management from the Terry School of Business at the University of Georgia. He is a charterholder of the CFA and CAIA designations.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLong-Short Equity
Fund familyWestwood
Net assets181.28M
YTD return1.32%
Yield1.14%
Morningstar rating★★
Inception date13 Sept 2009

Fund operations

Last dividend0.26
Last cap gain-2.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseFTGOXCategory average
Annual report expense ratio (net)2.43%1.92%
Prospectus net expense ratio2.43%N/A
Prospectus gross expense ratio2.43%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A