FTSAX Mutual Fund

FTSAX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class A) is managed by Fuller & Thaler Asset Management with $2.0M in net assets. FTSAX expense ratio is 1.32%, holding 56 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2022-03-10.

FTSAX performance shows a YTD return of 12.64%. The 1-year return is 16.29% and the 5-year return is 6.92%. FTSAX dividend yield stands at 0.32%.

FTSAX top holdings include Devon Energy Corp. (3.3%), Matson Inc (2.9%), Teradyne Inc - Common (2.7%), Neurocrine Biosciences Inc (2.5%), Steel Dynamics Inc (2.4%). Go to all FTSAX holdings, FTSAX sectors, or FTSAX dividends.

FTSAX can be compared against other funds. Use FTSAX overlap to find shared positions, or FTSAX vs another fund for a side-by-side view. FTSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.