FTHMX Mutual Fund

FTHMX Mutual Fund (FullerThaler Behavioral Mid-Cap Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $172.0M in net assets. FTHMX expense ratio is 0.83%, holding 93 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 2023-10-02.

FTHMX performance shows a YTD return of 18.03%. The 1-year return is 24.38%. 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. (3.9%), Technipfmc Plc Ordinary Shares (3.5%), Comfort Systems USA Inc. (3.1%), Emcor Group Inc (3.1%). Go to all FTHMX holdings, FTHMX sectors, or FTHMX dividends.

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