FTSIX Mutual Fund

FTSIX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $392.8M in net assets. FTSIX expense ratio is 0.93%, holding 56 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2018-12-26.

FTSIX performance shows a YTD return of 18.91%. The 1-year return is 27.77% and the 5-year return is 7.28%. FTSIX dividend yield stands at 0.54%, paid annually.

FTSIX 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 FTSIX holdings, FTSIX sectors, or FTSIX dividends.

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