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.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Fuller & Thaler Asset Mgmt
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | Sep 8, 2011 | 1.03% | 15.15% | — | 1.39% | ||||||||
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | Dec 28, 2018 | 2.30% | -5.56% | — | 0.00% | ||||||||
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | Dec 26, 2018 | 2.69% | 12.74% | — | 0.76% | ||||||||
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | Dec 21, 2017 | 1.31% | 10.30% | — | 1.18% | ||||||||
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | Dec 21, 2017 | 1.44% | 17.20% | — | 0.00% | ||||||||
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | Dec 26, 2018 | 1.12% | 21.12% | — | 0.16% |
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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5 Years