FTZCX Mutual Fund

FTZCX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Cl C) is managed by Fuller & Thaler Asset Management with $8.3M in net assets. FTZCX expense ratio is 1.85%, holding 24 positions across sectors including Consumer Discretionary, Industrials, Financials. Inception date: 2021-05-27.

FTZCX performance shows a YTD return of 23.90%. The 1-year return is 41.89% and the 5-year return is 13.78%.

FTZCX top holdings include Coca-cola Consolidated Inc (4.9%), New York Times Co (4.8%), Ross Stores, Inc. (4.7%), Ebay Inc. (4.6%), Expedia Group Inc (consumer Discretionary) (4.6%). 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.