Fullerthaler Behavioral Unconstrained EquityFTZAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$534.3M
Expense ratio
1.33%
1-year return
-35.5%
3 years, a year
-39.5%
5 years, a year
—
Holdings
24
What it aims to do.
The FullerThaler Behavioral Unconstrained Equity Fund (the ?Unconstrained Equity Fund? or the ?Fund?) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| COKE Coca-Cola Consolidated Inc | 4.92% |
| NYT The New York Times Company | 4.83% |
| ROST Ross Stores Inc | 4.67% |
| EBAY eBay Inc. | 4.61% |
| WAT Waters Corporation | 4.58% |
| EXPE Expedia Group Inc | 4.58% |
| LRCX Lam Research Corporation | 4.57% |
| EXEL Exelixis, Inc. | 4.55% |
| ALSN Allison Transmission Holdings Inc | 4.52% |
| SYF Synchrony Financial | 4.50% |
More on FTZAX.
- FTZAX overview
- FTZAX holdings
- FTZAX risk
- FTZAX costs
- FTZAX money in and out
- FTZAX share classes
- Compare FTZAX 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.