FTZIX : Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares

FTZIX is a US Stocks Market Large Blend with HIGH fees.

FTZIX

Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares

FI Score

27 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

27% FI Score
  • ftzix
  • Mutual Fund
  • US Stocks
  • Large Blend

Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares

Expenses: 0.99% (Better than 0% of similar funds)

This is a bad choice for a Large Blend 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 companies of all market capitalizations based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs"), Business Development Companies (BDCs), and Exchange Traded Funds (ETFs whose investment characteristics are consistent with the fund's principal investment strategy. The fund is non-diversified.

Largest Holdings

Amount Holding
7.05% eBay Inc
6.20% Yum China Holdings Inc
6.15% Generac Holdings Inc
5.68% Cintas Corp
5.30% Parker Hannifin Corp
5.07% Union Pacific Corp
5.02% Ecolab Inc
4.88% VeriSign Inc
4.66% Ross Stores Inc
4.47% Zebra Technologies Corp
4.42% Cabot Microelectronics Corp
4.23% Booking Holdings Inc
4.22% O'Reilly Automotive Inc
3.77% Lam Research Corp
3.75% Allison Transmission Holdings Inc
3.71% Liberty SiriusXM Group C
3.47% Synchrony Financial
3.42% Waters Corp
3.30% Southwest Airlines Co
3.29% Gaming and Leisure Properties Inc
1.71% Cooper-Standard Holdings Inc

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