Fullerthaler Behavioral Mid-Cap Equity FundFTHMX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$135.9M
Expense ratio
0.83%
1-year return
+24.5%
3 years, a year
—
5 years, a year
—
Holdings
93
What it aims to do.
The FullerThaler Behavioral Mid-Cap Equity Fund (the ?Mid-Cap Equity Fund? or the ?Fund?) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| N/A | 4.33% |
| JBL Jabil Inc | 3.86% |
| FTI TechnipFMC PLC | 3.48% |
| FIX Comfort Systems USA Inc. | 3.11% |
| EME Emcor Group Inc | 3.11% |
| ROST Ross Stores Inc | 3.02% |
| TT Trane Technologies PLC | 2.96% |
| CMI Cummins Inc. | 2.67% |
| ULTA Ulta Beauty Inc | 2.56% |
| UTHR United Therapeutics Corporation | 2.47% |
More on FTHMX.
- FTHMX overview
- FTHMX holdings
- FTHMX risk
- FTHMX costs
- FTHMX money in and out
- FTHMX share classes
- Compare FTHMX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.