FTWCX Mutual Fund

FTWCX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class C) is managed by Fuller & Thaler Asset Management with $473,602.11 in net assets. FTWCX expense ratio is 1.82%, holding 55 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2024-10-07.

FTWCX performance shows a YTD return of 16.85%. The 1-year return is 22.87% and the 5-year return is 6.27%.

FTWCX top holdings include Devon Energy Corp. (3.5%), Matson Inc (3.2%), Allison Transmission Holdings Inc. (2.6%), Hamilton Lane Inc (2.6%), Science Applications International Corp (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.