FTVSX Mutual Fund (Fuller & Thaler Behavioral Mid-Cap Value Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $275.5M in net assets. FTVSX expense ratio is 0.82%, holding 63 positions across sectors including Financials, Information Technology, Materials. Inception date: 2017-12-21.

FTVSX performance shows a YTD return of 4.34%. The 1-year return is 3.05% and the 5-year return is 5.01%. FTVSX dividend yield stands at 1.84%, paid annually.

FTVSX top holdings include Mufg Collateral (6.3%), Graphic Packagin (4.8%), Global Payments Inc Gpn Us Equity (4.7%), Fidelity National Information Services Inc (4.6%), Amcor Plc Ordinary Shares (4.5%). View all FTVSX holdings, sector breakdown, or dividend history.

FTVSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.