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FULLER & THALER

FULLER & THALER Parent Rating

Average

FULLER& THALER has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Even so, it's encouraging that the firm showcases strong risk-adjusted performance across its open-end and exchange-traded fund lineup, with an average five-year Morningstar Rating of 4.5 stars. The firm's lineup has been durable. It has had a five-year risk-adjusted success ratio of 91%, meaning that of the strategies with a five-year track record, 91% have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to FULLER& THALER's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.

FULLER & THALER Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

10.55 Bil

Investment Flows (TTM)

1.66 Bil

Asset Growth Rate (TTM)

23.75%

# of Share Classes

23
Morningstar Rating # of Share Classes
14
4
3
0
1
Not Rated 1

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