FTHSX Mutual Fund
FTHSX Mutual Fund
Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class
FTHSX Mutual Fund Overview
FTHSX Mutual Fund (Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $9.00B in net assets. FTHSX expense ratio is 0.76%, holding 118 positions across sectors including Industrials, Financials, Unknown. Inception date: 2011-09-08.
FTHSX performance shows a YTD return of 13.98%. The 1-year return is 29.51% and the 5-year return is 13.88%. FTHSX dividend yield stands at 0.47%, paid annually.
FTHSX top holdings include FIMM MM Government Portfolio - Instl Cl (5.7%), Allison Transmission Holdings Inc. (3.0%), Primoris Services Corpcommon Stock (2.7%), Jazz Pharmaceuticals Plc. (2.7%), Exelixis Inc (2.7%). View all FTHSX holdings, sector breakdown, or dividend history.
FTHSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTHSX alternatives are available via the screener, along with tax-loss harvesting opportunities.