Fuller Thaler Behavioral Fund Quote

FTHNX Fund  USD 43.77  0.42  0.97%   

Performance

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Odds Of Distress

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Fuller Thaler is trading at 43.77 as of the 1st of March 2025; that is 0.97 percent up since the beginning of the trading day. The fund's open price was 43.35. Fuller Thaler has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 1st of March 2025. Click here to learn more.
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.. More on Fuller Thaler Behavioral

Moving together with Fuller Mutual Fund

  1.0FTHSX Fuller Thaler BehavioralPairCorr
  0.94FTSAX Fuller Thaler BehavioralPairCorr
  0.94FTSIX Fuller Thaler BehavioralPairCorr
  0.88FTVAX Fuller Thaler BehavioralPairCorr

Fuller Mutual Fund Highlights

Thematic IdeaSmall Blend Funds (View all Themes)
Fund ConcentrationFuller & Thaler Asset Mgmt Funds, Large Funds, Small Blend Funds, Small Blend Funds, Small Blend, Fuller & Thaler Asset Mgmt, Large, Small Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of January 2023
Fiscal Year EndSeptember
Fuller Thaler Behavioral [FTHNX] is traded in USA and was established 1st of March 2025. Fuller Thaler is listed under Fuller & Thaler Asset Mgmt category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Fuller & Thaler Asset Mgmt family. The entity is thematically classified as Small Blend Funds. This fund currently has accumulated 6.78 B in assets under management (AUM) with no minimum investment requirementsFuller Thaler Behavioral is currently producing year-to-date (YTD) return of 2.11% with the current yeild of 0.0%, while the total return for the last 3 years was 11.39%.
Check Fuller Thaler Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fuller Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fuller Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fuller Thaler Behavioral Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fuller Thaler Behavioral Mutual Fund Constituents

SBGISinclair Broadcast GroupStockCommunication Services
CHRDChord Energy CorpStockEnergy
LSTRLandstar SystemStockIndustrials
SBHSally Beauty HoldingsStockConsumer Discretionary
FCNCAFirst Citizens BancSharesStockFinancials
AHHArmada Hflr PrStockReal Estate
XHRXenia Hotels ResortsStockReal Estate
FIXComfort Systems USAStockIndustrials
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Fuller Thaler Behavioral Risk Profiles

Fuller Thaler Against Markets

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.
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