FTWCX Mutual Fund
FTWCX Mutual Fund
FTWCX Mutual Fund
FullerThaler Behavioral Small-Mid Core Equity Fund Class C
FTWCX Mutual Fund Overview
FTWCX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class C) is managed by Fuller & Thaler Asset Management with $517,330.88 in net assets. FTWCX expense ratio is 1.82%, holding 56 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2024-10-07.
FTWCX performance shows a YTD return of 18.29%. The 1-year return is 26.65% and the 5-year return is 6.27%.
FTWCX top holdings include Teradyne Inc (4.0%), The New York Times Co. (2.9%), Devon Energy Corp (2.8%), Matson Inc (2.7%), Coterra Energy Inc (2.6%). Go to all FTWCX holdings, FTWCX sectors, or FTWCX dividends.
FTWCX can be compared against other funds. Use FTWCX overlap to find shared positions, or FTWCX vs another fund for a side-by-side view. FTWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.