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 Unconstrained Equity Fund R6 SharesFTZFXMid-Cap Blend
24.67%50.890%HighRetirement, Large$1M
FullerThaler Behavioral Small-Cap Growth Fund Investor SharesFTXNXSmall Growth
26.98%31.360%HighNo Load$1,000
FullerThaler Behavioral Small-Cap Growth Fund R6 SharesFTXFXSmall Growth
27.37%20.930%Above AverageRetirement, Large$1M
FullerThaler Behavioral Small-Cap Growth Fund A SharesFTXAXSmall Growth
26.96%31.330%Above AverageFront Load$1,000
FullerThaler Behavioral Small-Cap Equity Fund Institutional SharesFTHSXSmall Blend
14.25%550.760%LowInstitutional$100,000
FullerThaler Behavioral Unconstrained Equity Fund A SharesFTZAXMid-Cap Blend
24.50%51.330%HighFront Load$1,000
FullerThaler Behavioral Unconstrained Equity Fund C SharesFTZCXMid-Cap Blend
24.44%51.850%AverageLevel Load$1,000
FullerThaler Behavioral Small-Cap Growth Fund Institutional SharesFTXSXSmall Growth
27.26%21.050%Above AverageInstitutional$100,000
FullerThaler Behavioral Small-Cap Equity Fund C SharesFTYCXSmall Blend
13.52%631.640%LowLevel Load$1,000
FullerThaler Behavioral Small-Cap Equity Fund A SharesFTHAXSmall Blend
13.95%571.070%LowFront Load$1,000
FullerThaler Behavioral Unconstrained Equity Fund Institutional SharesFTZIXMid-Cap Blend
24.62%50.990%HighInstitutional$100,000
FullerThaler Behavioral Small-Cap Equity Fund R6 SharesFTHFXSmall Blend
14.38%540.640%LowInstitutional$1M
FullerThaler Behavioral Small-Cap Growth Fund C SharesFTXCXSmall Growth
26.46%31.940%Below AverageLevel Load$1,000
FullerThaler Behavioral Small-Cap Equity Fund Investor SharesFTHNXSmall Blend
14.02%571.050%AverageNo Load$1,000
FullerThaler Behavioral Small-Mid Core Equity Fund C SharesFTWCXSmall Blend
15.04%491.820%Below AverageLevel Load$1,000
FullerThaler Behavioral Small-Mid Core Equity Fund Institutional SharesFTSIXSmall Blend
15.85%400.930%AverageInstitutional$100,000
FullerThaler Behavioral Small-Mid Core Equity Fund R6 SharesFTSFXSmall Blend
15.91%390.830%AverageRetirement, Large$1M
FullerThaler Behavioral Small-Mid Core Equity Fund A SharesFTSAXSmall Blend
15.49%431.320%Above AverageFront Load$1,000
FullerThaler Behavioral Mid-Cap Value Fund Institutional SharesFTVSXMid-Cap Value
−0.03%960.820%AverageInstitutional$100,000
FullerThaler Behavioral Mid-Cap Value Fund A SharesFTVAXMid-Cap Value
−0.34%961.210%Above AverageFront Load$1,000
FullerThaler Behavioral Mid-Cap Value Fund R6 SharesFTVZXMid-Cap Value
0.06%960.720%AverageRetirement, Large$1M
FullerThaler Behavioral Mid-Cap Value Fund C SharesFTVCXMid-Cap Value
−0.71%961.730%Below AverageLevel Load$1,000
FullerThaler Behavioral Micro-Cap Equity Fund Institutional SharesFTMSXSmall Value
26.61%31.350%HighInstitutional$100,000
FullerThaler Behavioral Mid-Cap Value Fund Investor SharesFTVNXMid-Cap Value
−0.31%961.180%Above AverageNo Load$1,000
FullerThaler Behavioral Mid-Cap Equity Fund Institutional SharesFTHMXMid-Cap Blend—
18.71%130.830%AverageInstitutional$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

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