Morningstar

FullerThaler Behavioral Small-Cap Equity Fund C Shares FTYCX

Morningstar Medalist Rating
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Medalist Rating as of See FULLER & THALER Investment Hub
  • NAV / 1-Day Return $56.38  /  +0.02 %
  • Fund Size $12.8B
  • Adjusted Expense Ratio 1.640%
  • Net Expense Ratio 1.640%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Limited
  • TTM Yield 0.00%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis FTYCX

Will FTYCX 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 FTYCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FullerThaler Behavioral Sm-Cp Eq C holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FTYCX

More FTYCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

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