Nasdaq - Delayed Quote USD

FullerThaler Behavioral Sm-Cp Gr R6 (FTXFX)

49.71 +0.96 (+1.97%)
At close: 8:00 PM EST
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DELL
  • Previous Close 48.75
  • YTD Return 17.87%
  • Expense Ratio 0.86%
  • Category Small Growth
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.92B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 101.00%
  • Last Dividend --
  • Inception Date Dec 19, 2018

The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of small capitalization ("small-cap") companies based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs").

FullerThaler

Fund Family

Small Growth

Fund Category

1.92B

Net Assets

2018-12-19

Inception Date

Performance Overview: FTXFX

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Trailing returns as of 11/20/2024. Category is Small Growth.

YTD Return

FTXFX
17.87%
Category
12.40%
?

1-Year Return

FTXFX
43.76%
Category
55.69%
?

3-Year Return

FTXFX
2.80%
Category
19.34%
?

5-Year Return

FTXFX
18.54%
Category
20.72%
?

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Holdings: FTXFX

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Top 10 Holdings (26.71% of Total Assets)

SymbolCompany% Assets
VRT
Vertiv Holdings Co 4.65%
MOD
Modine Manufacturing Company 2.85%
ZETA
Zeta Global Holdings Corp. 2.72%
TMDX
TransMedics Group, Inc. 2.55%
FRPT
Freshpet, Inc. 2.53%
AXON
Axon Enterprise, Inc. 2.46%
ELF
e.l.f. Beauty, Inc. 2.43%
DOCS
Doximity, Inc. 2.24%
WING
Wingstop Inc. 2.21%
PEGA
Pegasystems Inc. 2.07%

Sector Weightings

Recent News: FTXFX

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Research Reports: FTXFX

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