FTSIX Mutual Fund
NAV$47.52
AUM$385M
TER0.93%
Holdings56
FTSIX Mutual Fund
NAV$47.52
FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Class
AUM$385M
TER0.93%
Holdings56

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FTSIX Mutual Fund Overlap Analysis
FTSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, FTSIX may share significant positions with broad-market funds.
FTSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTSIX tax-loss harvesting finds highly correlated but non-identical funds.