FTXFX Mutual Fund

FTXFX Mutual Fund (Fuller & Thaler Behavioral Small-Cap Growth Fund Class R6) is managed by Fuller & Thaler Asset Management with $1.75B in net assets. FTXFX expense ratio is 0.93%, holding 74 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2017-12-21.

FTXFX performance shows a YTD return of 23.90%. The 1-year return is 44.45% and the 5-year return is 13.18%.

FTXFX top holdings include Lumentum Holdings Inc (6.3%), Bloom Energy Corporation Com Cl A (4.9%), Vertiv Holding Corp (4.7%), Lincoln National Corp Sr Unsecured 03/32 3.4 (4.0%), Guardant Health Inc (3.6%). Go to all FTXFX holdings, FTXFX sectors, or FTXFX dividends.

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