FTZFX Mutual Fund
FTZFX Mutual Fund
NAV$79.66
AUM$156M
TER0.89%
Holdings24
See how much of FTZFX you already own
FTZFX Mutual Fund
NAV$79.66
Fuller & Thaler Behavioral Unconstrained Equity Fund Class R6
AUM$156M
TER0.89%
Holdings24
See how much of FTZFX you already own
FTZFX Mutual Fund Overlap Analysis
FTZFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTZFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, FTZFX may share significant positions with broad-market funds.
FTZFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTZFX tax-loss harvesting finds highly correlated but non-identical funds.