Fuller & Thaler Behavioral Micro-Cap Equity Fund (FTMSX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTMSX
FTMSX charges 2.30% annually. There are 170 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | FTMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FTMSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | FTMSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | FTMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | FTMSX vs VSMAX |
Best Risk-Adjusted Alternatives to FTMSX
FTMSX has a PortfoliosLab risk / return rank of 44. There are 144 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | FTMSX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | FTMSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | FTMSX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | FTMSX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | FTMSX vs AUERX |
Top Performing FTMSX Alternatives (YTD)
FTMSX is at 22.38% YTD. There are 23 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | FTMSX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | FTMSX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | FTMSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | FTMSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | FTMSX vs WESCX |
Lowest Volatility Alternatives to FTMSX
FTMSX has 26.16% 1-year volatility. There are 174 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | FTMSX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | FTMSX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | FTMSX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | FTMSX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | FTMSX vs FTHNX |
Lowest Drawdown Alternatives to FTMSX
FTMSX has a 1-year max drawdown of -17.52%. There are 174 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | FTMSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FTMSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | FTMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | FTMSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | FTMSX vs BIAUX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
The 5 most viewed Fuller & Thaler Asset Mgmt mutual funds shown here include FTXNX, FTZIX, FTSIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 64 | 24.24% | — | Dec 2017 | FTMSX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 92 | 24.27% | — | Dec 2018 | FTMSX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 82 | 19.36% | — | Dec 2018 | FTMSX vs FTSIX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 63 | 24.44% | — | Dec 2017 | FTMSX vs FTXSX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 10 | 9.61% | — | Dec 2017 | FTMSX vs FTVNX |
Often Compared With FTMSX
Investors most often compare FTMSX with IWC, CAMSX, LMSIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FTMSX with Any Fund or Stock
Compare FTMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTMSX with funds that move differently
Fuller & Thaler Behavioral Micro-Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTMSX.
Explore FTMSX Diversifiers