FTWCX Mutual Fund
FTWCX Mutual Fund
FullerThaler Behavioral Small-Mid Core Equity Fund Class C

FTWCX Mutual Fund Overview
FTWCX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class C) is managed by Fuller & Thaler Asset Management with $292,366.85 in net assets. FTWCX expense ratio is 1.82%, holding 56 positions across sectors including Unknown. Inception date: 2024-10-07.
FTWCX performance shows a YTD return of 18.48%. The 1-year return is 30.45%.
FTWCX top holdings include TER (4.0%), NYT (2.9%), DVN (2.8%), MATX (2.7%), CTRA (2.6%). View all FTWCX holdings, sector breakdown, or dividend history.
FTWCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.