FTZCX Mutual Fund

FTZCX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Cl C) is managed by Fuller & Thaler Asset Management with $12.1M in net assets. FTZCX expense ratio is 1.85%, holding 23 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2021-05-27.

FTZCX performance shows a YTD return of 24.78%. The 1-year return is 37.52% and the 5-year return is 13.89%.

FTZCX top holdings include Dollar General Corp. (5.0%), Union Pacific Corp (4.8%), New York Times Co (4.8%), Coca-cola Consolidated Inc (4.8%), Ecolab, Inc. (4.8%). Go to all FTZCX holdings, FTZCX sectors, or FTZCX dividends.

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