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Established in 1993, Fuller & Thaler asset management incorporates finance principles into their investment strategies, focusing on U.S. small-cap and mid-cap equities. Co-founded by Dr. Richard Thaler and Dr. Russell Fuller, the company has developed approaches that leverage irrational investor behaviors, consistently outperforming market benchmarks in their chosen asset classes, such as small-cap or mid-cap equities. The company employs a disciplined evidence-based investment strategy to improve diversification and manage portfolio risks effectively. Fuller & Thaler mutual funds offer reliable returns and diversified investment opportunities.
Investing in Fuller & Thaler mutual funds seems to be judicious as of now. Also, mutual funds, in general, diversify portfolios without several commission charges that are mainly associated with stock purchases and trim transaction costs (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
We have, thus, chosen three Fuller & Thaler mutual funds that investors should buy now for the long term. These funds possess a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5000, and expense ratios considerably lower than the category average. So, these funds have provided a comparatively strong performance along with lower fees.
Fuller & Thaler Behavioral Sm-Cp Gr Inv (FTXNX - Free Report) aims to invest most of its net assets in small-cap companies based in the United States. FTXNX advisors may invest a small portion of the net assets in real estate investment trusts as well.
Frederick W. Stanske has been the lead manager of FTXNX since Dec 20, 2017. Most of the fund’s holdings were in companies like e.l.f. Beauty, Inc. (4.9%), Super Micro Computer, Inc. (3.9%), and Vertiv Holdings Co (3.8%) as of Dec 31, 2023.
FTXNX’s 3-year and 5-year annualized returns are 7.2% and 18.3%, respectively. FTXNX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.25%
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
Fuller & Thaler Behavioral Sm-Cp Eq Inv (FTHNX - Free Report) seeks capital appreciation by investing most of its assets along with borrowings, if any, in small-cap U.S.-based companies. FTHNX advisors choose to invest in companies that are incorporated, headquartered, and earn most of their revenues in the United States.
Frederick W. Stanske has been the lead manager of FTHNX since Oct 30, 2015. Most of the fund’s holdings were in companies like Bank OZK (2.9%), EMCOR Group, Inc. (2.7%) and Comfort Systems USA, Inc. (2.6%) as of Dec 31, 2023.
FTHNX’s 3-year and 5-year annualized returns are 8% and 12.9%, respectively. FTHNX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.05%.
FullerThaler Behav Md-Cp Val Investor (FTVNX - Free Report) invests most of its assets in mid-cap U.S. companies and real estate investment trusts.
David M. Potter has been the lead manager of FTVNX since Dec 20, 2017. Most of the fund’s holdings were in companies like Fidelity National Information Services, Inc. (4.1%), U-Haul Holding Co (3.5%) and Global Payments Inc. (3.1%) as of Dec 31, 2023.
FTVNX’s 3-year and 5-year annualized returns are 4.3% and 9.7%, respectively. FTVNX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.15%.
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3 Fuller & Thaler Mutual Funds for Solid Returns
Established in 1993, Fuller & Thaler asset management incorporates finance principles into their investment strategies, focusing on U.S. small-cap and mid-cap equities. Co-founded by Dr. Richard Thaler and Dr. Russell Fuller, the company has developed approaches that leverage irrational investor behaviors, consistently outperforming market benchmarks in their chosen asset classes, such as small-cap or mid-cap equities. The company employs a disciplined evidence-based investment strategy to improve diversification and manage portfolio risks effectively. Fuller & Thaler mutual funds offer reliable returns and diversified investment opportunities.
Investing in Fuller & Thaler mutual funds seems to be judicious as of now. Also, mutual funds, in general, diversify portfolios without several commission charges that are mainly associated with stock purchases and trim transaction costs (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
We have, thus, chosen three Fuller & Thaler mutual funds that investors should buy now for the long term. These funds possess a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5000, and expense ratios considerably lower than the category average. So, these funds have provided a comparatively strong performance along with lower fees.
Fuller & Thaler Behavioral Sm-Cp Gr Inv (FTXNX - Free Report) aims to invest most of its net assets in small-cap companies based in the United States. FTXNX advisors may invest a small portion of the net assets in real estate investment trusts as well.
Frederick W. Stanske has been the lead manager of FTXNX since Dec 20, 2017. Most of the fund’s holdings were in companies like e.l.f. Beauty, Inc. (4.9%), Super Micro Computer, Inc. (3.9%), and Vertiv Holdings Co (3.8%) as of Dec 31, 2023.
FTXNX’s 3-year and 5-year annualized returns are 7.2% and 18.3%, respectively. FTXNX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.25%
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
Fuller & Thaler Behavioral Sm-Cp Eq Inv (FTHNX - Free Report) seeks capital appreciation by investing most of its assets along with borrowings, if any, in small-cap U.S.-based companies. FTHNX advisors choose to invest in companies that are incorporated, headquartered, and earn most of their revenues in the United States.
Frederick W. Stanske has been the lead manager of FTHNX since Oct 30, 2015. Most of the fund’s holdings were in companies like Bank OZK (2.9%), EMCOR Group, Inc. (2.7%) and Comfort Systems USA, Inc. (2.6%) as of Dec 31, 2023.
FTHNX’s 3-year and 5-year annualized returns are 8% and 12.9%, respectively. FTHNX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.05%.
FullerThaler Behav Md-Cp Val Investor (FTVNX - Free Report) invests most of its assets in mid-cap U.S. companies and real estate investment trusts.
David M. Potter has been the lead manager of FTVNX since Dec 20, 2017. Most of the fund’s holdings were in companies like Fidelity National Information Services, Inc. (4.1%), U-Haul Holding Co (3.5%) and Global Payments Inc. (3.1%) as of Dec 31, 2023.
FTVNX’s 3-year and 5-year annualized returns are 4.3% and 9.7%, respectively. FTVNX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.15%.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>