FTXNX : Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares

FTXNX is a US Stocks Market Small Growth with HIGH fees.

FTXNX

Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares

FI Score

20 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

20% FI Score
  • ftxnx
  • Mutual Fund
  • US Stocks
  • Small Growth

Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares

Expenses: 1.27% (Better than 0% of similar funds)

This is a bad choice for a Small Growth 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 small capitalization ("small-cap") companies based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs").

Largest Holdings

Amount Holding
4.21% FTI Consulting Inc
3.99% MACOM Technology Solutions Holdings Inc
3.93% Amedisys Inc
3.57% Sarepta Therapeutics Inc
3.44% Five9 Inc
2.90% Cirrus Logic Inc
2.85% Repligen Corp
2.81% Tandem Diabetes Care Inc
2.64% Lattice Semiconductor Corp
2.62% Ping Identity Holding Corp Ordinary Shares
2.54% Zynga Inc Class A
2.51% Synaptics Inc
2.43% Halozyme Therapeutics Inc
2.41% Stamps.com Inc
2.41% Merit Medical Systems Inc
2.34% eHealth Inc
2.34% Helen Of Troy Ltd
2.29% Nevro Corp
2.24% Trex Co Inc
2.24% The Trade Desk Inc A
2.15% Etsy Inc
2.14% Churchill Downs Inc
2.10% Jack In The Box Inc
2.09% Integer Holdings Corp
2.02% Guardant Health Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo