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 Mutual Funds List

1 to 25 of 25 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day-End)
YTD, Day-End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
FullerThaler Behavioral Small-Cap Growth Fund Investor SharesFTXNXSmall Growth
10.99%281.360%HighNo Load$1,000
FullerThaler Behavioral Unconstrained Equity Fund R6 SharesFTZFXMid-Cap Blend
27.10%10.890%HighRetirement, Large$1M
FullerThaler Behavioral Small-Cap Growth Fund R6 SharesFTXFXSmall Growth
11.37%250.930%HighRetirement, Large$1M
FullerThaler Behavioral Small-Cap Equity Fund Institutional SharesFTHSXSmall Blend
17.52%300.760%LowInstitutional$100,000
FullerThaler Behavioral Unconstrained Equity Fund A SharesFTZAXMid-Cap Blend
26.89%21.330%HighFront Load$1,000
FullerThaler Behavioral Small-Cap Growth Fund A SharesFTXAXSmall Growth
10.95%281.330%Above AverageFront Load$1,000
FullerThaler Behavioral Unconstrained Equity Fund C SharesFTZCXMid-Cap Blend
26.79%21.850%AverageLevel Load$1,000
FullerThaler Behavioral Small-Cap Growth Fund Institutional SharesFTXSXSmall Growth
11.25%251.050%Above AverageInstitutional$100,000
FullerThaler Behavioral Unconstrained Equity Fund Institutional SharesFTZIXMid-Cap Blend
27.00%10.990%HighInstitutional$100,000
FullerThaler Behavioral Small-Cap Equity Fund A SharesFTHAXSmall Blend
17.18%321.070%LowFront Load$1,000
FullerThaler Behavioral Small-Cap Equity Fund C SharesFTYCXSmall Blend
16.65%351.640%LowLevel Load$1,000
FullerThaler Behavioral Small-Cap Equity Fund Investor SharesFTHNXSmall Blend
17.26%311.050%AverageNo Load$1,000
FullerThaler Behavioral Small-Cap Equity Fund R6 SharesFTHFXSmall Blend
17.68%270.640%LowInstitutional$1M
FullerThaler Behavioral Mid-Cap Equity Fund Institutional SharesFTHMXMid-Cap Blend
17.99%150.830%AverageInstitutional$100,000
FullerThaler Behavioral Small-Cap Growth Fund C SharesFTXCXSmall Growth
10.45%311.940%Below AverageLevel Load$1,000
FullerThaler Behavioral Small-Mid Core Equity Fund Institutional SharesFTSIXSmall Blend
19.53%150.930%AverageInstitutional$100,000
FullerThaler Behavioral Small-Mid Core Equity Fund C SharesFTWCXSmall Blend
18.59%191.820%Below AverageLevel Load$1,000
FullerThaler Behavioral Small-Mid Core Equity Fund R6 SharesFTSFXSmall Blend
19.59%150.830%AverageRetirement, Large$1M
FullerThaler Behavioral Small-Mid Core Equity Fund A SharesFTSAXSmall Blend
19.12%171.320%Above AverageFront Load$1,000
FullerThaler Behavioral Mid-Cap Value Fund Institutional SharesFTVSXMid-Cap Value
9.64%950.820%AverageInstitutional$100,000
FullerThaler Behavioral Mid-Cap Value Fund A SharesFTVAXMid-Cap Value
9.24%971.210%Above AverageFront Load$1,000
FullerThaler Behavioral Mid-Cap Value Fund C SharesFTVCXMid-Cap Value
8.79%971.730%Below AverageLevel Load$1,000
FullerThaler Behavioral Mid-Cap Value Fund R6 SharesFTVZXMid-Cap Value
9.73%950.720%AverageRetirement, Large$1M
FullerThaler Behavioral Micro-Cap Equity Fund Institutional SharesFTMSXSmall Value
21.05%251.350%HighInstitutional$100,000
FullerThaler Behavioral Mid-Cap Value Fund Investor SharesFTVNXMid-Cap Value
9.27%961.180%Above AverageNo Load$1,000

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

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