FTSAX Mutual Fund
FTSAX Mutual Fund
FullerThaler Behavioral Small-Mid Core Equity Fund Class A

FTSAX Mutual Fund Overview
FTSAX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class A) is managed by Fuller & Thaler Asset Management with $2.3M in net assets. FTSAX expense ratio is 1.32%, holding 56 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2022-03-10.
FTSAX performance shows a YTD return of 18.78%. The 1-year return is 31.09%. FTSAX dividend yield stands at 0.30%, paid annually.
FTSAX top holdings include Teradyne Inc (4.0%), New York Times Co (2.9%), Devon Energy Corp (2.8%), Matson Inc (2.7%), Coterra Energy Inc (2.6%). View all FTSAX holdings, sector breakdown, or dividend history.
FTSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.