FTZIX Mutual Fund

FTZIX Mutual Fund (Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Class) is managed by Fuller & Thaler Asset Management with $1.09B in net assets. FTZIX expense ratio is 0.99%, holding 24 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2018-12-26.

FTZIX performance shows a YTD return of 21.62%. The 1-year return is 34.16% and the 5-year return is 14.29%. FTZIX dividend yield stands at 0.04%.

FTZIX 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 FTZIX holdings, FTZIX sectors, or FTZIX dividends.

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