FTZCX Mutual Fund
FTZCX Mutual Fund
Fuller & Thaler Behavioral Unconstrained Equity Fund Cl C

FTZCX Mutual Fund Overview
FTZCX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Cl C) is managed by Fuller & Thaler Asset Management with $7.3M in net assets. FTZCX expense ratio is 1.85%, holding 24 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2021-05-27.
FTZCX performance shows a YTD return of 20.54%. The 1-year return is 47.05% and the 5-year return is 14.46%.
FTZCX 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 FTZCX holdings, sector breakdown, or dividend history.
FTZCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTZCX alternatives are available via the screener, along with tax-loss harvesting opportunities.