Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
FULLER & THALER Mutual Funds
View all of FULLER & THALER’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
FULLER & THALER Funds List
Share Class Type
1 to 23 of 23 Results
Name
|
Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
|
Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| FullerThaler Behavioral Sm-Cp Eq A | FTHAX | Small Blend | 9.97% | 4 | 1.040% | Low | Front Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Eq C | FTYCX | Small Blend | 9.68% | 5 | 1.640% | Low | Level Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Eq Inst | FTHSX | Small Blend | 10.10% | 3 | 0.750% | Low | Institutional | $100,000 | ||
| FullerThaler Behavioral Sm-Cp Eq Inv | FTHNX | Small Blend | 9.73% | 4 | 1.050% | Average | No Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Eq R6 | FTHFX | Small Blend | 9.91% | 3 | 0.640% | Low | Institutional | $1.0 Mil | ||
| FullerThaler Behavioral Sm-Cp Gr A | FTXAX | Small Growth | 17.16% | 4 | 1.300% | Above Average | Front Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Gr C | FTXCX | Small Growth | 16.87% | 5 | 1.800% | Below Average | Level Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Gr Inv | FTXNX | Small Growth | 17.20% | 3 | 1.250% | Above Average | No Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Gr R6 | FTXFX | Small Growth | 17.28% | 2 | 0.860% | Average | Retirement, Large | $1.0 Mil | ||
| FullerThaler Behavioral Sm-Cp GrInstl | FTXSX | Small Growth | 16.33% | 4 | 0.960% | Average | Institutional | $100,000 | ||
| FullerThaler Behavrl Uncnstd Eq | FTZIX | Mid-Cap Blend | 13.29% | 6 | 0.970% | Above Average | Institutional | $100,000 | ||
| FullerThaler Behvrll Uncnstd Eq A | FTZAX | Mid-Cap Blend | 12.54% | 6 | 1.300% | High | Front Load | $1,000 | ||
| FullerThaler Behvrll Uncnstd Eq C | FTZCX | Mid-Cap Blend | 13.15% | 6 | 1.800% | Below Average | Level Load | $1,000 | ||
| FullerThaler Behvrll Uncnstd Eq R6 | FTZFX | Mid-Cap Blend | 13.29% | 6 | 0.870% | Above Average | Retirement, Large | $1.0 Mil | ||
| FullerThaler Behav Md-Cp Val A | FTVAX | Mid-Cap Value | 5.42% | 70 | 1.200% | Average | Front Load | $1,000 | ||
| FullerThaler Behav Md-Cp Val Instl | FTVSX | Mid-Cap Value | 5.44% | 69 | 0.790% | Below Average | Institutional | $100,000 | ||
| FullerThaler Behav Md-Cp Val Investor | FTVNX | Mid-Cap Value | 5.81% | 70 | 1.150% | Above Average | No Load | $1,000 | ||
| FullerThaler Behav Md-Cp Val R6 | FTVZX | Mid-Cap Value | 5.78% | 69 | 0.690% | Below Average | Retirement, Large | $1.0 Mil | ||
| FullerThaler Behav Md-Cp Val C | FTVCX | Mid-Cap Value | 5.09% | 72 | 1.700% | Below Average | Level Load | $1,000 | ||
| FullerThaler Behvrl S-M Cor Eq A | FTSAX | Mid-Cap Blend | 8.08% | 44 | 1.260% | Above Average | Front Load | $1,000 | ||
| FullerThaler Behvrl S-M Cor Eq Instl | FTSIX | Mid-Cap Blend | 8.26% | 41 | 0.870% | Average | Institutional | $100,000 | ||
| FullerThaler Behvrl Mcr-Cp Eq Instl | FTMSX | Small Blend | 0.54% | 93 | 1.290% | High | Institutional | $100,000 | ||
| FullerThaler Behav Md-Cp Eq Inst | FTHMX | Mid-Cap Blend | — | 8.48% | 39 | 0.790% | Below Average | Institutional | $100,000 |
FULLER & THALER Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank