FTXSX Mutual Fund

FTXSX Mutual Fund (Fuller & Thaler Behavioral Small-Cap Growth Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $3.97B in net assets. FTXSX expense ratio is 1.05%, holding 74 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2017-12-21.

FTXSX performance shows a YTD return of 23.82%. The 1-year return is 44.30% and the 5-year return is 13.07%.

FTXSX top holdings include Lumentum Holdings Inc (6.3%), Bloom Energy Corporation Com Cl A (4.9%), Vertiv Holding Corp (4.7%), Italy Buoni Poliennali Del Tesoro 4.3 2054-10-01 (4.0%), Guardant Health Inc (3.6%). Go to all FTXSX holdings, FTXSX sectors, or FTXSX dividends.

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