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Fuller & Thaler Asset Mgmt Mutual Funds List

Here you can find all mutual funds issued by Fuller & Thaler Asset Mgmt and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
8
Avg. Expense Ratio
1.46%
Avg. 1 Year Return
37.27%
Avg. 5 Year Return
9.41%
Median Risk/Return Score
47 / 100
Fuller & Thaler Asset Mgmt Mutual Funds List

8 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Fuller & Thaler Behavioral Small-Cap Equity FundSmall Cap Blend EquitiesSep 8, 20111.03%
10.00%
13.79%
0.26%
42
FullerThaler Behavioral Small-Cap Equity Fund Clas...Small Cap Blend EquitiesSep 8, 20110.76%
10.12%
14.08%
0.49%
44
Fuller & Thaler Behavioral Micro-Cap Equity FundSmall Cap Blend EquitiesDec 28, 20182.30%
24.09%
0.00%
39
Fuller & Thaler Behavioral Small-Mid Core Equity F...Mid Cap Blend EquitiesDec 26, 20182.69%
13.76%
0.57%
50
Fuller & Thaler Behavioral Mid-Cap Value FundMid Cap Value EquitiesDec 21, 20171.31%
2.20%
1.56%
4
Fuller & Thaler Behavioral Small-Cap Growth FundSmall Cap Growth EquitiesDec 21, 20171.44%
31.80%
0.00%
73
FullerThaler Behavioral Small-Cap Growth FundSmall Cap Growth EquitiesDec 21, 20171.00%
31.95%
0.00%
73
Fuller & Thaler Behavioral Unconstrained Equity Fu...Large Cap Blend EquitiesDec 26, 20181.12%
13.21%
0.04%
70

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Best Fuller & Thaler Asset Mgmt Mutual funds by Risk/Return Score

The top Fuller & Thaler Asset Mgmt Mutual funds by PortfoliosLab Risk/Return Score are FTXSX (73) and FTXNX (73). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Fuller & Thaler Asset Mgmt Mutual funds Over 5 Years

The top Fuller & Thaler Asset Mgmt Mutual funds is FTXSX (15.41%). Across the lineup, Fuller & Thaler Asset Mgmt Mutual funds show an average 1-year return of 37.27% and an average 5-year return of 9.41%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Fuller & Thaler Asset Mgmt Mutual funds

The top Fuller & Thaler Asset Mgmt Mutual funds is FTHSX (0.76%). With an average expense ratio of 1.46%, Fuller & Thaler Asset Mgmt Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Fuller & Thaler Asset Mgmt Mutual funds

The top Fuller & Thaler Asset Mgmt Mutual funds is FTVNX (1.56%). Across the lineup, Fuller & Thaler Asset Mgmt Mutual funds show an average dividend yield of 0.36%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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