FTWCX Mutual Fund

FTWCX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class C) is managed by Fuller & Thaler Asset Management with $531,103.18 in net assets. FTWCX expense ratio is 1.82%, holding 56 positions across sectors including Industrials, Information Technology, Financials. 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 - 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 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.