FTZAX Mutual Fund
FTZAX Mutual Fund
Fuller & Thaler Behavioral Unconstrained Equity Fund Cl A

FTZAX Mutual Fund Overview
FTZAX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Cl A) is managed by Fuller & Thaler Asset Management with $15.9M in net assets. FTZAX expense ratio is 1.33%, holding 24 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2021-05-27.
FTZAX performance shows a YTD return of 24.23%. The 1-year return is 46.94% and the 5-year return is 14.77%.
FTZAX 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%). View all FTZAX holdings, sector breakdown, or dividend history.
FTZAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTZAX alternatives are available via the screener, along with tax-loss harvesting opportunities.