Morningstar

FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares FTHMX

Morningstar Medalist Rating
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Medalist Rating as of See FULLER & THALER Investment Hub
  • NAV / 1-Day Return $33.72  /  −1.28 %
  • Fund Size $174.6M
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.28%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis FTHMX

Will FTHMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTHMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTHMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTHMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FullerThaler Behav Md-Cp Eq Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FTHMX

More FTHMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

3.61 6M
Industrials

NetApp Inc

3.56 6M
Technology

TechnipFMC PLC

3.18 5M
Energy

Ross Stores Inc

3.04 5M
Consumer Cyclical

Jabil Inc

2.94 5M
Technology

IQVIA Holdings Inc

2.72 5M
Healthcare

Zebra Technologies Corp Ordinary Shares - Class A

2.65 4M
Technology

Trane Technologies PLC Class A

2.54 4M
Industrials

Ulta Beauty Inc

2.36 4M
Consumer Cyclical

CF Industries Holdings Inc

2.17 4M
Basic Materials

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