FTVSX : Fuller & Thaler Behavioral Mid-Cap Value Fund Institutional Shares

FTVSX is a US Stocks Market Mid-Cap Value with MODERATE fees.

FTVSX

Fuller & Thaler Behavioral Mid-Cap Value Fund Institutional Shares

FI Score

28 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

28% FI Score
  • ftvsx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Fuller & Thaler Behavioral Mid-Cap Value Fund Institutional Shares

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of medium capitalization ("mid-cap") companies based in the U.S. ("80% Policy"). It may also invest a portion of its assets in real estate investment trusts ("REITs").

Largest Holdings

Amount Holding
3.78% Berry Global Group Inc
3.53% Graphic Packaging Holding Co
3.18% Crown Holdings Inc
2.53% Dollar Tree Inc
2.48% East West Bancorp Inc
2.39% CarMax Inc
2.34% O'Reilly Automotive Inc
2.29% TCF Financial Corp
2.17% First Horizon National Corp
2.13% Kansas City Southern
2.11% Dollar General Corp
1.96% Simon Property Group Inc
1.90% Synchrony Financial
1.87% WestRock Co A
1.84% Aramark
1.82% Amdocs Ltd
1.82% Verisk Analytics Inc
1.81% Commerce Bancshares Inc
1.71% Republic Services Inc Class A
1.65% KeyCorp
1.63% M&T Bank Corp
1.55% W.P. Carey Inc
1.55% Laboratory Corp of America Holdings
1.54% Newell Brands Inc
1.54% Celanese Corp Class A

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