FTWCX Mutual Fund

FTWCX Mutual Fund (FullerThaler Behavioral Small-Mid Core Equity Fund Class C) is managed by Fuller & Thaler Asset Management with $529,687.54 in net assets. FTWCX expense ratio is 1.82%, holding 56 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2024-10-07.

FTWCX performance shows a YTD return of 12.22%. The 1-year return is 15.71% and the 5-year return is 6.27%.

FTWCX 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 FTWCX holdings, FTWCX sectors, or FTWCX dividends.

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