FTXCX Mutual Fund
FTXCX Mutual Fund
NAV$65.12
AUM$35M
TER1.94%
Holdings74
FTXCX Mutual Fund
NAV$65.12
Fuller & Thaler Behavioral Small-Cap Growth Fund Class C
AUM$35M
TER1.94%
Holdings74
FTXCX Mutual Fund Overlap Analysis
FTXCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTXCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, FTXCX may share significant positions with broad-market funds.
FTXCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTXCX tax-loss harvesting finds highly correlated but non-identical funds.