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
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.
Share Class Type
1 to 14 of 14 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| FullerThaler Behavioral Sm-Cp Eq A | FTHAX | Small Blend | 9.36% | 3 | 1.040% | Low | Front Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Eq C | FTYCX | Small Blend | 9.68% | 4 | 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 | 9.37% | 4 | 1.050% | Average | No Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Eq R6 | FTHFX | Small Blend | 9.53% | 3 | 0.640% | Low | Institutional | $1.0 Mil | ||
| FullerThaler Behavioral Sm-Cp Gr A | FTXAX | Small Growth | 16.03% | 4 | 1.300% | Above Average | Front Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Gr C | FTXCX | Small Growth | 15.83% | 6 | 1.800% | Below Average | Level Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Gr Inv | FTXNX | Small Growth | 16.07% | 4 | 1.250% | Above Average | No Load | $1,000 | ||
| FullerThaler Behavioral Sm-Cp Gr R6 | FTXFX | Small Growth | 17.28% | 4 | 0.860% | Average | Retirement, Large | $1.0 Mil | ||
| FullerThaler Behavioral Sm-Cp GrInstl | FTXSX | Small Growth | 16.20% | 4 | 0.960% | Average | Institutional | $100,000 | ||
| FullerThaler Behavrl Uncnstd Eq | FTZIX | Mid-Cap Blend | 13.54% | 6 | 0.970% | Above Average | Institutional | $100,000 | ||
| FullerThaler Behvrll Uncnstd Eq A | FTZAX | Mid-Cap Blend | 13.45% | 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 |
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