FTSFX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class R6) is managed by Fuller & Thaler Asset Management with $146.9M in net assets. FTSFX expense ratio is 0.83%, holding 56 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2024-10-07.

FTSFX performance shows a YTD return of 19.08%. The 1-year return is 31.77%. FTSFX dividend yield stands at 0.62%, paid annually.

FTSFX 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 FTSFX holdings, sector breakdown, or dividend history.

FTSFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTSFX alternatives are available via the screener, along with tax-loss harvesting opportunities.