FTXFX – Fund Analysis – FullerThaler Behavioral Sm-Cp Gr R6 | Morningstar

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Will FTXFX outperform in future?

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Process Pillar

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

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

A strong management team and sound investment process underpin FullerThaler Behavioral Sm-Cp Gr 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 lowest fee quintile among peers.

by Morningstar Manager Research

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

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