FTMSX Mutual Fund

FTMSX Mutual Fund (Fuller & Thaler Behavioral MicroCap Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $28.9M in net assets. FTMSX expense ratio is 1.35%, holding 72 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2018-12-28.

FTMSX performance shows a YTD return of 22.75%. The 1-year return is 33.78% and the 5-year return is 0.34%.

FTMSX top holdings include Digital Turbine Inc (4.6%), Ultra Clean Hold (3.4%), Porch Group Inc (3.0%), Ichor Holdings Ltd (2.7%), Uti Universal Technical Institute Inc. (2.5%). Go to all FTMSX holdings, FTMSX sectors, or FTMSX dividends.

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