FTHSX Mutual Fund

FTHSX Mutual Fund (Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $9.29B in net assets. FTHSX expense ratio is 0.76%, holding 118 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2011-09-08.

FTHSX performance shows a YTD return of 17.00%. The 1-year return is 27.11% and the 5-year return is 12.96%. FTHSX dividend yield stands at 0.46%, paid annually.

FTHSX 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 FTHSX holdings, FTHSX sectors, or FTHSX dividends.

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