FTHMX Mutual Fund
FTHMX Mutual Fund
FullerThaler Behavioral Mid-Cap Equity Fund Institutional Class
FTHMX Mutual Fund Overview
FTHMX Mutual Fund (FullerThaler Behavioral Mid-Cap Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $164.8M in net assets. FTHMX expense ratio is 0.83%, holding 93 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2023-10-02.
FTHMX performance shows a YTD return of 13.99%. The 1-year return is 25.45%. FTHMX dividend yield stands at 0.28%, paid annually.
FTHMX top holdings include Fx Forward Contract: EUR/USD Settle 2026-04-27 (4.3%), Jabil Inc. Com (3.9%), Technipfmc Plc (3.5%), Comfort Systems USA Inc. (3.1%), Emcor Group Inc (3.1%). View all FTHMX holdings, sector breakdown, or dividend history.
FTHMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTHMX alternatives are available via the screener, along with tax-loss harvesting opportunities.