FTZCX Mutual Fund

NAV$64.81

AUM$4M

TER1.85%

Holdings24

FTZCX Mutual Fund

NAV$64.81

Fuller & Thaler Behavioral Unconstrained Equity Fund Cl C

AUM$4M

TER1.85%

Holdings24

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Holdings Overlap Analysis

Compare FTZCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FTZCX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

FTZCX Mutual Fund Overlap Analysis

FTZCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FTZCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, FTZCX may share significant positions with broad-market funds.

FTZCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTZCX tax-loss harvesting finds highly correlated but non-identical funds.