FTZAX Mutual Fund

FTZAX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Cl A) is managed by Fuller & Thaler Asset Management with $22.9M in net assets. FTZAX expense ratio is 1.33%, holding 24 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2021-05-27.

FTZAX performance shows a YTD return of 21.50%. The 1-year return is 34.02% and the 5-year return is 14.04%.

FTZAX top holdings include Cintas Corp. (5.1%), Ross Stores, Inc. (5.1%), Zebra Technologies Corp (5.0%), Expedia Inc (5.0%), Dollar General Corp. (4.8%). Go to all FTZAX holdings, FTZAX sectors, or FTZAX dividends.

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