FTHFX Mutual Fund
FTHFX Mutual Fund
NAV$59.93
AUM$3.1B
TER0.64%
Holdings118
See how much of FTHFX you already own
FTHFX Mutual Fund
NAV$59.93
Fuller & Thaler Behavioral Small-Cap Equity Fund Class R6
AUM$3.1B
TER0.64%
Holdings118
See how much of FTHFX you already own
FTHFX Mutual Fund Overlap Analysis
FTHFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTHFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 118 holdings, FTHFX may share significant positions with broad-market funds.
FTHFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTHFX tax-loss harvesting finds highly correlated but non-identical funds.