FTMSX Mutual Fund
FTMSX Mutual Fund
FTMSX Mutual Fund
Fuller & Thaler Behavioral MicroCap Equity Fund Institutional Class
FTMSX Mutual Fund Overview
FTMSX Mutual Fund (Fuller & Thaler Behavioral MicroCap Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $29.6M 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 Fastly Inc Class A (4.3%), Emergent Biosolutions Inc (3.1%), Ultra Clean Hold (2.8%), Matador Resources Co (2.7%), Ezcorp, Inc. - Class A (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.