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FullerThaler Behvrl Mcr-Cp Eq Instl FTMSX Fund Analysis

| Medalist Rating as of | See FULLER & THALER Investment Hub

Morningstar’s Analysis FTMSX

Will FTMSX outperform in future?

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

A lowering of its Process Pillar rating is the primary driver of Fuller& Thaler Behvrl Mcr-Cp Eq Instl's downgrade to a Morningstar Medalist Rating of Silver from Gold.

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Morningstar Manager Research


Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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