FTSFX Mutual Fund
FTSFX Mutual Fund
NAV$49.52
AUM$151M
TER0.83%
Holdings56
FTSFX Mutual Fund
NAV$49.52
FullerThaler Behavioral Small-Mid Core Equity Fund Class R6
AUM$151M
TER0.83%
Holdings56
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.