FTHFX – Fund Analysis – FullerThaler Behavioral Sm-Cp Eq R6 | Morningstar

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Will FTHFX outperform in future?

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Process Pillar

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

The People Pillar is our evaluation of the FTHFX 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 FTHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin FullerThaler Behavioral Sm-Cp Eq R6's Morningstar Medalist Rating of Gold.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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