FTSIX Mutual Fund
FTSIX Mutual Fund
FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Class

FTSIX Mutual Fund Overview
FTSIX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $384.6M in net assets. FTSIX expense ratio is 0.93%, holding 56 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2018-12-26.
FTSIX performance shows a YTD return of 19.01%. The 1-year return is 31.63% and the 5-year return is 7.54%. FTSIX dividend yield stands at 0.54%, paid annually.
FTSIX 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 FTSIX holdings, sector breakdown, or dividend history.
FTSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.