FTSIX Mutual Fund
FTSIX Mutual Fund
FTSIX Mutual Fund
FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Class
FTSIX Mutual Fund Overview
FTSIX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $376.0M in net assets. FTSIX expense ratio is 0.93%, holding 56 positions across sectors including Industrials, Information Technology, Financials. 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 7.29%. FTSIX dividend yield stands at 0.54%, paid annually.
FTSIX 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 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.