FTZAX Mutual Fund
FTZAX Mutual Fund
FTZAX Mutual Fund
Fuller & Thaler Behavioral Unconstrained Equity Fund Cl A
FTZAX Mutual Fund Overview
FTZAX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Cl A) is managed by Fuller & Thaler Asset Management with $21.2M in net assets. FTZAX expense ratio is 1.33%, holding 24 positions across sectors including Consumer Discretionary, Information Technology, Industrials. Inception date: 2021-05-27.
FTZAX performance shows a YTD return of 23.86%. The 1-year return is 41.86% and the 5-year return is 14.11%.
FTZAX top holdings include Zebra Technologies Corp (4.7%), Parker-Hannifin Corp. (4.6%), Coca-cola Consolidated Inc (4.5%), Expedia Group Inc (consumer Discretionary) (4.5%), Applied Materials, Inc. (4.4%). Go to all FTZAX holdings, FTZAX sectors, or FTZAX dividends.
FTZAX can be compared against other funds. Use FTZAX overlap to find shared positions, or FTZAX vs another fund for a side-by-side view. FTZAX alternatives are available via the screener, along with tax-loss harvesting opportunities.