FULLER & THALER Mutual Funds
FULLER & THALER Funds List
1 to 23 of 23 Results
Name
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Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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FullerThaler Behavioral Sm-Cp Eq A | FTHAX | Small Blend | 17.44% | 5 | 1.040% | Low | Front Load | $1,000 | ||
FullerThaler Behavioral Sm-Cp Eq C | FTYCX | Small Blend | 16.94% | 6 | 1.640% | Low | Level Load | $1,000 | ||
FullerThaler Behavioral Sm-Cp Eq Inst | FTHSX | Small Blend | 17.72% | 5 | 0.750% | Low | Institutional | $100,000 | ||
FullerThaler Behavioral Sm-Cp Eq Inv | FTHNX | Small Blend | 17.43% | 5 | 1.050% | Average | No Load | $1,000 | ||
FullerThaler Behavioral Sm-Cp Eq R6 | FTHFX | Small Blend | 17.83% | 4 | 0.640% | Low | Institutional | $1.0 Mil | ||
FullerThaler Behavioral Sm-Cp Gr A | FTXAX | Small Growth | 21.29% | 7 | 1.300% | Above Average | Front Load | $1,000 | ||
FullerThaler Behavioral Sm-Cp Gr C | FTXCX | Small Growth | 20.83% | 8 | 1.800% | Low | Level Load | $1,000 | ||
FullerThaler Behavioral Sm-Cp Gr Inv | FTXNX | Small Growth | 21.34% | 7 | 1.250% | Above Average | No Load | $1,000 | ||
FullerThaler Behavioral Sm-Cp Gr R6 | FTXFX | Small Growth | 21.70% | 6 | 0.860% | Average | Retirement, Large | $1.0 Mil | ||
FullerThaler Behavioral Sm-Cp GrInstl | FTXSX | Small Growth | 21.58% | 7 | 0.960% | Average | Institutional | $100,000 | ||
FullerThaler Behavrl Uncnstd Eq | FTZIX | Mid-Cap Blend | 24.14% | 4 | 0.970% | Above Average | Institutional | $100,000 | ||
FullerThaler Behvrll Uncnstd Eq R6 | FTZFX | Mid-Cap Blend | 24.16% | 4 | 0.870% | Above Average | Retirement, Large | $1.0 Mil | ||
FullerThaler Behav Md-Cp Val R6 | FTVZX | Mid-Cap Value | 10.55% | 68 | 0.690% | Below Average | Retirement, Large | $1.0 Mil | ||
FullerThaler Behvrll Uncnstd Eq A | FTZAX | Mid-Cap Blend | 23.94% | 5 | 1.300% | High | Front Load | $1,000 | ||
FullerThaler Behvrll Uncnstd Eq C | FTZCX | Mid-Cap Blend | 23.81% | 5 | 1.800% | Below Average | Level Load | $1,000 | ||
FullerThaler Behav Md-Cp Val A | FTVAX | Mid-Cap Value | 10.14% | 71 | 1.200% | Average | Front Load | $1,000 | ||
FullerThaler Behav Md-Cp Val C | FTVCX | Mid-Cap Value | 9.70% | 75 | 1.700% | Below Average | Level Load | $1,000 | ||
FullerThaler Behav Md-Cp Val Instl | FTVSX | Mid-Cap Value | 10.46% | 68 | 0.790% | Below Average | Institutional | $100,000 | ||
FullerThaler Behav Md-Cp Val Investor | FTVNX | Mid-Cap Value | 10.17% | 71 | 1.150% | Above Average | No Load | $1,000 | ||
FullerThaler Behvrl S-M Cor Eq A | FTSAX | Mid-Cap Blend | 14.21% | 43 | 1.260% | Above Average | Front Load | $1,000 | ||
FullerThaler Behvrl S-M Cor Eq Instl | FTSIX | Mid-Cap Blend | 14.57% | 37 | 0.870% | Average | Institutional | $100,000 | ||
FullerThaler Behvrl Mcr-Cp Eq Instl | FTMSX | Small Blend | −4.91% | 100 | 1.290% | High | Institutional | $100,000 | ||
FullerThaler Behav Md-Cp Eq Inst | FTHMX | Mid-Cap Blend | — | 14.72% | 35 | 0.790% | Below Average | Institutional | $100,000 |
FULLER & THALER Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank