FTZFX Mutual Fund

FTZFX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Class R6) is managed by Fuller & Thaler Asset Management with $155.9M in net assets. FTZFX expense ratio is 0.89%, holding 24 positions across sectors including Consumer Discretionary, Industrials, Financials. Inception date: 2018-12-26.

FTZFX performance shows a YTD return of 23.92%. The 1-year return is 42.01% and the 5-year return is 14.40%. FTZFX dividend yield stands at 0.10%, paid annually.

FTZFX 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 FTZFX holdings, FTZFX sectors, or FTZFX dividends.

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