FTSFX Mutual Fund
FTSFX Mutual Fund
NAV$48.03
AUM$155M
TER0.83%
Holdings56
See how much of FTSFX you already own
FTSFX Mutual Fund
NAV$48.03
FullerThaler Behavioral Small-Mid Core Equity Fund Class R6
AUM$155M
TER0.83%
Holdings56
See how much of FTSFX you already own
FTSFX Mutual Fund Overlap Analysis
FTSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, FTSFX may share significant positions with broad-market funds.
FTSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTSFX tax-loss harvesting finds highly correlated but non-identical funds.