FTZFX Mutual Fund
FTZFX Mutual Fund
Fuller & Thaler Behavioral Unconstrained Equity Fund Class R6

FTZFX Mutual Fund Overview
FTZFX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Class R6) is managed by Fuller & Thaler Asset Management with $191.2M in net assets. FTZFX expense ratio is 0.89%, holding 24 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2018-12-26.
FTZFX performance shows a YTD return of 24.26%. The 1-year return is 47.06% and the 5-year return is 15.07%. FTZFX dividend yield stands at 0.10%, paid annually.
FTZFX 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 FTZFX holdings, sector breakdown, or dividend history.
FTZFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTZFX alternatives are available via the screener, along with tax-loss harvesting opportunities.