Morningstar

FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares FTHMX

Medalist Rating as of Sep 30, 2026 See FULLER & THALER Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of mid capitalization (“mid-cap”) companies based in the U.S. (“80% Policy”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FTHMX	FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares	Institutional	Open			Oct 2, 2023	$193.21M	0.830%	Average	$100,000	$29.13M

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