FTHNX Mutual Fund

NAV$59.85

AUM$707M

TER1.05%

Holdings118

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FTHNX Mutual Fund

NAV$59.85

Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Class

AUM$707M

TER1.05%

Holdings118

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FTHNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FTHNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FTHNX Mutual Fund Overlap Analysis

FTHNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FTHNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 118 holdings, FTHNX may share significant positions with broad-market funds.

FTHNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTHNX tax-loss harvesting finds highly correlated but non-identical funds.