FTHFX Mutual Fund

FTHFX Mutual Fund (Fuller & Thaler Behavioral Small-Cap Equity Fund Class R6) is managed by Fuller & Thaler Asset Management with $3.09B in net assets. FTHFX expense ratio is 0.64%, holding 118 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2011-09-08.

FTHFX performance shows a YTD return of 17.11%. The 1-year return is 27.29% and the 5-year return is 13.09%. FTHFX dividend yield stands at 0.56%, paid annually.

FTHFX top holdings include FIMM MM Government Portfolio - Instl Cl (5.7%), Allison Transmission Holdings Inc. (3.0%), Primoris Services Corp. (2.7%), Jazz Pharmaceuticals Plc. (2.7%), Exelixis Inc (2.7%). Go to all FTHFX holdings, FTHFX sectors, or FTHFX dividends.

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