Fuller Thaler Financials
| FTHSX Fund | USD 52.85 0.04 0.08% |
Fuller |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fuller Thaler Fund Summary
Fuller Thaler competes with Goldman Sachs, Edgewood Growth, Pimco Investment, Oakmark International, and Undiscovered Managers. The fund invests at least 80 percent of its net assets in common stocks of small capitalization companies based in the U.S. The fund managers consider a company to be based in the U.S. if it is publicly traded in the U.S. and it satisfies one or more of the following additional criteria it is incorporated in the U.S., it is headquartered in the U.S., its reported assets are primarily located in the U.S., or it derives the majority of its revenue from the U.S.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Capitol Series Trust |
| Mutual Fund Family | Fuller & Thaler Asset Mgmt |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 912 4562 |
| Currency | USD - US Dollar |
Fuller Thaler Key Financial Ratios
Fuller Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fuller Thaler's current stock value. Our valuation model uses many indicators to compare Fuller Thaler value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fuller Thaler competition to find correlations between indicators driving Fuller Thaler's intrinsic value. More Info.Fuller Thaler Behavioral is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fuller Thaler Behavioral is roughly 11.58 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fuller Thaler's earnings, one of the primary drivers of an investment's value.Fuller Thaler Behavioral Systematic Risk
Fuller Thaler's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fuller Thaler volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Fuller Thaler Behavioral correlated with the market. If Beta is less than 0 Fuller Thaler generally moves in the opposite direction as compared to the market. If Fuller Thaler Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fuller Thaler Behavioral is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fuller Thaler is generally in the same direction as the market. If Beta > 1 Fuller Thaler moves generally in the same direction as, but more than the movement of the benchmark.
Fuller Thaler December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fuller Thaler help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fuller Thaler Behavioral. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fuller Thaler Behavioral based on widely used predictive technical indicators. In general, we focus on analyzing Fuller Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fuller Thaler's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9066 | |||
| Information Ratio | 0.0303 | |||
| Maximum Drawdown | 6.22 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.79 |
Other Information on Investing in Fuller Mutual Fund
Fuller Thaler financial ratios help investors to determine whether Fuller Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fuller with respect to the benefits of owning Fuller Thaler security.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |