FTXAX Mutual Fund

FTXAX Mutual Fund (Fuller & Thaler Behavioral Small-Cap Growth Fund Class A) is managed by Fuller & Thaler Asset Management with $59.4M in net assets. FTXAX expense ratio is 1.33%, holding 74 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2018-12-19.

FTXAX performance shows a YTD return of 23.62%. The 1-year return is 43.85% and the 5-year return is 12.72%.

FTXAX top holdings include Lumentum Holdings Inc (5.0%), Bloom Energy Corporation Com Cl A (4.8%), Astera Labs Inc (4.4%), Digitalocean Holdings Inc (4.4%), Guardant Health Inc (4.2%). Go to all FTXAX holdings, FTXAX sectors, or FTXAX dividends.

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