FTZIX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $392.7M in net assets. FTZIX expense ratio is 0.99%, holding 24 positions across sectors including Consumer Discretionary, Information Technology, Industrials. Inception date: 2018-12-26.

FTZIX performance shows a YTD return of 3.55%. The 1-year return is 22.05% and the 5-year return is 15.50%. FTZIX dividend yield stands at 0.05%, paid annually.

FTZIX top holdings include Permian Resource (5.8%), Teradyne Inc (5.0%), Union Pacific Corp (4.9%), Applied Materials, Inc. (4.9%), Masco Corp. (4.7%). View all FTZIX holdings, sector breakdown, or dividend history.

FTZIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTZIX alternatives are available via the screener, along with tax-loss harvesting opportunities.