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 Mutual Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 14 of 14 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
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Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| FullerThaler Behavioral Unconstrained Equity Fund R6 Shares | FTZFX | Mid-Cap Blend | 24.67% | 5 | 0.890% | High | Retirement, Large | $1M | ||
| FullerThaler Behavioral Small-Cap Growth Fund Investor Shares | FTXNX | Small Growth | 26.98% | 3 | 1.360% | High | No Load | $1,000 | ||
| FullerThaler Behavioral Small-Cap Growth Fund R6 Shares | FTXFX | Small Growth | 27.37% | 2 | 0.930% | Above Average | Retirement, Large | $1M | ||
| FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares | FTHSX | Small Blend | 14.25% | 55 | 0.760% | Low | Institutional | $100,000 | ||
| FullerThaler Behavioral Small-Cap Growth Fund A Shares | FTXAX | Small Growth | 26.96% | 3 | 1.330% | Above Average | Front Load | $1,000 | ||
| FullerThaler Behavioral Unconstrained Equity Fund A Shares | FTZAX | Mid-Cap Blend | 24.50% | 5 | 1.330% | High | Front Load | $1,000 | ||
| FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares | FTXSX | Small Growth | 27.26% | 2 | 1.050% | Above Average | Institutional | $100,000 | ||
| FullerThaler Behavioral Unconstrained Equity Fund C Shares | FTZCX | Mid-Cap Blend | 24.44% | 5 | 1.850% | Average | Level Load | $1,000 | ||
| FullerThaler Behavioral Small-Cap Equity Fund C Shares | FTYCX | Small Blend | 13.52% | 63 | 1.640% | Low | Level Load | $1,000 | ||
| FullerThaler Behavioral Small-Cap Equity Fund A Shares | FTHAX | Small Blend | 13.95% | 57 | 1.070% | Low | Front Load | $1,000 | ||
| FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares | FTZIX | Mid-Cap Blend | 24.62% | 5 | 0.990% | High | Institutional | $100,000 | ||
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares | FTHFX | Small Blend | 14.38% | 54 | 0.640% | Low | Institutional | $1M | ||
| FullerThaler Behavioral Small-Cap Growth Fund C Shares | FTXCX | Small Growth | 26.46% | 3 | 1.940% | Below Average | Level Load | $1,000 | ||
| FullerThaler Behavioral Small-Cap Equity Fund Investor Shares | FTHNX | Small Blend | 14.02% | 57 | 1.050% | Average | No 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
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States