FTZCX Mutual Fund

FTZCX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Cl C) is managed by Fuller & Thaler Asset Management with $10.6M in net assets. FTZCX expense ratio is 1.85%, holding 24 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2021-05-27.

FTZCX performance shows a YTD return of 21.41%. The 1-year return is 33.95% and the 5-year return is 13.73%.

FTZCX 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 FTZCX holdings, FTZCX sectors, or FTZCX dividends.

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