Morningstar

FULLER & THALER Mutual Funds

View all of FULLER & THALER’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

FULLER & THALER Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 12 of 12 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
FullerThaler Behavioral Sm-Cp Eq AFTHAXSmall Blend17.44%51.040%LowFront Load$1,000
FullerThaler Behavioral Sm-Cp Eq CFTYCXSmall Blend16.94%61.640%LowLevel Load$1,000
FullerThaler Behavioral Sm-Cp Eq InstFTHSXSmall Blend17.72%50.750%LowInstitutional$100,000
FullerThaler Behavioral Sm-Cp Eq InvFTHNXSmall Blend17.43%51.050%AverageNo Load$1,000
FullerThaler Behavioral Sm-Cp Eq R6FTHFXSmall Blend17.83%40.640%LowInstitutional$1.0 Mil
FullerThaler Behavioral Sm-Cp Gr AFTXAXSmall Growth21.29%71.300%Above AverageFront Load$1,000
FullerThaler Behavioral Sm-Cp Gr CFTXCXSmall Growth20.83%81.800%LowLevel Load$1,000
FullerThaler Behavioral Sm-Cp Gr InvFTXNXSmall Growth21.34%71.250%Above AverageNo Load$1,000
FullerThaler Behavioral Sm-Cp Gr R6FTXFXSmall Growth21.70%60.860%AverageRetirement, Large$1.0 Mil
FullerThaler Behavioral Sm-Cp GrInstlFTXSXSmall Growth21.58%70.960%AverageInstitutional$100,000
FullerThaler Behavrl Uncnstd EqFTZIXMid-Cap Blend24.14%40.970%Above AverageInstitutional$100,000
FullerThaler Behvrll Uncnstd Eq R6FTZFXMid-Cap Blend24.16%40.870%Above AverageRetirement, Large$1.0 Mil

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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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