FTSAX Mutual Fund

FTSAX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class A) is managed by Fuller & Thaler Asset Management with $2.0M in net assets. FTSAX expense ratio is 1.32%, holding 56 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2022-03-10.

FTSAX performance shows a YTD return of 18.62%. The 1-year return is 27.25% and the 5-year return is 6.92%. FTSAX dividend yield stands at 0.30%, paid annually.

FTSAX top holdings include Teradyne Inc - Common (3.8%), Devon Energy Corporation (3.0%), Advanced Energy Industries Inc. (2.7%), Comfort Systems USA Inc. (2.7%), Matson Inc (2.7%). Go to all FTSAX holdings, FTSAX sectors, or FTSAX dividends.

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