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
13.77%121.360%HighNo Load$1,000
FullerThaler Behavioral Small-Cap Growth Fund R6 SharesFTXFXSmall Growth
14.14%110.930%Above AverageRetirement, Large$1M
FullerThaler Behavioral Unconstrained Equity Fund R6 SharesFTZFXMid-Cap Blend
27.69%20.890%HighRetirement, Large$1M
FullerThaler Behavioral Small-Cap Growth Fund Institutional SharesFTXSXSmall Growth
14.02%121.050%Above AverageInstitutional$100,000
FullerThaler Behavioral Small-Cap Growth Fund A SharesFTXAXSmall Growth
13.74%131.330%Above AverageFront Load$1,000
FullerThaler Behavioral Unconstrained Equity Fund C SharesFTZCXMid-Cap Blend
27.48%21.850%AverageLevel Load$1,000
FullerThaler Behavioral Unconstrained Equity Fund A SharesFTZAXMid-Cap Blend
27.52%21.330%HighFront Load$1,000
FullerThaler Behavioral Small-Cap Equity Fund Institutional SharesFTHSXSmall Blend
16.84%250.760%LowInstitutional$100,000
FullerThaler Behavioral Small-Cap Equity Fund A SharesFTHAXSmall Blend
16.54%271.070%LowFront Load$1,000
FullerThaler Behavioral Unconstrained Equity Fund Institutional SharesFTZIXMid-Cap Blend
27.63%20.990%HighInstitutional$100,000
FullerThaler Behavioral Small-Cap Equity Fund C SharesFTYCXSmall Blend
16.03%321.640%LowLevel Load$1,000
FullerThaler Behavioral Small-Cap Growth Fund C SharesFTXCXSmall Growth
13.27%151.940%Below AverageLevel Load$1,000
FullerThaler Behavioral Small-Cap Equity Fund Investor SharesFTHNXSmall Blend
16.60%261.050%AverageNo Load$1,000
FullerThaler Behavioral Small-Cap Equity Fund R6 SharesFTHFXSmall Blend
16.99%240.640%LowInstitutional$1M
FullerThaler Behavioral Small-Mid Core Equity Fund C SharesFTWCXSmall Blend
17.74%211.820%Below AverageLevel Load$1,000
FullerThaler Behavioral Small-Mid Core Equity Fund Institutional SharesFTSIXSmall Blend
18.61%170.930%AverageInstitutional$100,000
FullerThaler Behavioral Small-Mid Core Equity Fund R6 SharesFTSFXSmall Blend
18.67%160.830%AverageRetirement, Large$1M
FullerThaler Behavioral Small-Mid Core Equity Fund A SharesFTSAXSmall Blend
18.22%191.320%Above AverageFront Load$1,000
FullerThaler Behavioral Mid-Cap Value Fund Institutional SharesFTVSXMid-Cap Value
8.21%950.820%AverageInstitutional$100,000
FullerThaler Behavioral Mid-Cap Value Fund A SharesFTVAXMid-Cap Value
7.83%961.210%Above AverageFront Load$1,000
FullerThaler Behavioral Mid-Cap Value Fund R6 SharesFTVZXMid-Cap Value
8.30%940.720%AverageRetirement, Large$1M
FullerThaler Behavioral Mid-Cap Value Fund C SharesFTVCXMid-Cap Value
7.43%961.730%Below AverageLevel Load$1,000
FullerThaler Behavioral Mid-Cap Value Fund Investor SharesFTVNXMid-Cap Value
7.90%951.180%Above AverageNo Load$1,000
FullerThaler Behavioral Micro-Cap Equity Fund Institutional SharesFTMSXSmall Value
22.90%101.350%HighInstitutional$100,000
FullerThaler Behavioral Mid-Cap Equity Fund Institutional SharesFTHMXMid-Cap Blend—
19.84%100.830%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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