FTXAX Mutual Fund
FTXAX Mutual Fund
Fuller & Thaler Behavioral Small-Cap Growth Fund Class A

FTXAX Mutual Fund Overview
FTXAX Mutual Fund (Fuller & Thaler Behavioral Small-Cap Growth Fund Class A) is managed by Fuller & Thaler Asset Management with $44.2M in net assets. FTXAX expense ratio is 1.33%, holding 74 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2018-12-19.
FTXAX performance shows a YTD return of 22.44%. The 1-year return is 70.63% and the 5-year return is 15.60%.
FTXAX top holdings include Lumentum Holdings Inc (6.3%), Bloom Energy Corporation Class A (4.9%), Vertiv Holding Corp (4.7%), Rfr Usd Sofr/4.10000 12/31/25-28Y* Lch (4.0%), Guardant Health, Inc (3.6%). View all FTXAX holdings, sector breakdown, or dividend history.
FTXAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTXAX alternatives are available via the screener, along with tax-loss harvesting opportunities.