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ATIAX vs FTHSX

Both ATIAX and FTHSX are mutual funds. ATIAX has a lower 5-year return than FTHSX (8.15% vs 16.87%). Below is the comparison between ATIAX and FTHSX.

ATIAX FTHSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Invesco Fuller & Thaler
Net Assets N/A $3.54B
Expense Ratio N/A 0.79%
Management Style active active
Dividend Yield N/A 0.28%
Minimum Investment N/A $100,000.00
YTD Return 17.89% 25.30%
1-Year Return 7.09% 4.96%
3-Year Return 9.23% 13.55%
5-Year Return 8.15% 16.87%
10-Year Return 9.35% N/A

ATIAX description

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ATIAX performance & returns

YTD Return 17.89%
1-Month Return 6.10%
3-Month Return 7.09%
1-Year Return 7.09%
3-Year Return 9.23%
5-Year Return 8.15%
10-Year Return 9.35%
ATIAX expense ratio is N/A.

ATIAX holdings

Top 10 Holdings (59.42% of Total Assets)

Name Symbol % Assets
Encore Capital Group Inc ECPG 8.39%
Tempur Sealy International Inc TPX 7.88%
Insight Enterprises Inc NSIT 6.26%
Colliers International Group Inc CIGI.TO 6.11%
NVR Inc NVR 5.70%
Charles River Laboratories International Inc CRL 5.60%
CommScope Holding Co Inc COMM 5.28%
Liberty Broadband Corp A LBRDA 4.95%
Interface Inc TILE 4.66%
Alliance Data Systems Corp ADS 4.59%

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FTHSX description

The Fund seeks long term capital appreciation. The Fund seeks to achieve its objective by investing at least 80% of its net assets in common stocks of small capitalization companies based in the U.S. that do not exceed the market capitalization of the largest company included in the Russell 2000 Index.

FTHSX performance & returns

YTD Return 25.30%
1-Month Return 1.05%
3-Month Return 4.96%
1-Year Return 4.96%
3-Year Return 13.55%
5-Year Return 16.87%
10-Year Return N/A
FTHSX expense ratio is 0.79%.

FTHSX holdings

Top 10 Holdings (34.26% of Total Assets)

Name Symbol % Assets
Fidelity® Inv MM Fds Government Instl FRGXX 9.23%
Jabil Inc JBL 3.21%
BMC Stock Holdings Inc BMCH 3.08%
Kemper Corp KMPR 3.02%
Medpace Holdings Inc MEDP 2.96%
EMCOR Group Inc EME 2.83%
Synnex Corp SNX 2.71%
J2 Global Inc JCOM 2.67%
Deckers Outdoor Corp DECK 2.29%
MasTec Inc MTZ 2.26%

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