FTSFX Mutual Fund

FTSFX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class R6) is managed by Fuller & Thaler Asset Management with $157.6M in net assets. FTSFX expense ratio is 0.83%, holding 56 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2024-10-07.

FTSFX performance shows a YTD return of 18.94%. The 1-year return is 27.90% and the 5-year return is 7.33%. FTSFX dividend yield stands at 0.63%, paid annually.

FTSFX top holdings include Teradyne Inc - Common (4.0%), New York Times Co (2.9%), Devon Energy Corporation (2.8%), Matson Inc (2.7%), Coterra Energy Inc (2.6%). Go to all FTSFX holdings, FTSFX sectors, or FTSFX dividends.

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