FullerThaler Mutual Funds List
Here you can find all mutual funds issued by FullerThaler and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.88%
- Avg. 1 Year Return
- 46.40%
- Avg. 5 Year Return
- 15.52%
- Median Risk/Return Score
- 72 / 100
FullerThaler Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | Mid Cap Blend Equities | Oct 2, 2023 | 0.83% | 14.15% | — | 0.29% | 70 | ||||||||
| FullerThaler Behavioral Small-Cap Growth Fund Clas... | Small Cap Growth Equities | Dec 21, 2017 | 0.93% | 32.02% | — | 0.00% | 73 |
Explore top FullerThaler Mutual Fund Categories and Asset Classes
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.
Loading charts...
5 Years
Best FullerThaler Mutual funds by Risk/Return Score
The top FullerThaler Mutual funds by PortfoliosLab Risk/Return Score are FTXFX (73) and FTHMX (70).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| FullerThaler Behavioral Small-Cap Growth Fund Clas... | 73 | — | Dec 2017 | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 70 | — | Oct 2023 |
Best-Performing FullerThaler Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| FullerThaler Behavioral Small-Cap Growth Fund Clas... | 15.52% | — | Dec 2017 |
Lowest-Cost FullerThaler Mutual funds
The top FullerThaler Mutual funds is FTHMX (0.83%).
With an average expense ratio of 0.88%, FullerThaler Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 0.83% | — | Oct 2023 | |
| FullerThaler Behavioral Small-Cap Growth Fund Clas... | 0.93% | — | Dec 2017 |
Highest-Yield FullerThaler Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 0.29% | — | Oct 2023 | |
| FullerThaler Behavioral Small-Cap Growth Fund Clas... | 0.00% | — | Dec 2017 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.