FTZAX Mutual Fund

FTZAX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Cl A) is managed by Fuller & Thaler Asset Management with $19.6M in net assets. FTZAX expense ratio is 1.33%, holding 24 positions across sectors including Consumer Discretionary, Industrials, Financials. Inception date: 2021-05-27.

FTZAX performance shows a YTD return of 23.86%. The 1-year return is 41.86% and the 5-year return is 14.10%.

FTZAX top holdings include Coca-cola Consolidated Inc (4.9%), New York Times Co (4.8%), Ross Stores, Inc. (4.7%), Ebay Inc. (4.6%), Expedia Group Inc (consumer Discretionary) (4.6%). Go to all FTZAX holdings, FTZAX sectors, or FTZAX dividends.

FTZAX can be compared against other funds. Use FTZAX overlap to find shared positions, or FTZAX vs another fund for a side-by-side view. FTZAX alternatives are available via the screener, along with tax-loss harvesting opportunities.