FTMSX : Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares

FTMSX is a US Stocks Market Small Blend with HIGH fees.

FTMSX

Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares

FI Score

10 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

10% FI Score
  • ftmsx
  • Mutual Fund
  • US Stocks
  • Small Blend

Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares

Expenses: 1.75% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, 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 micro capitalization ("micro-cap") companies based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs"), Business Development Companies (BDCs), and Exchange Traded Funds (ETFs) whose investment characteristics are consistent with the fund's principal investment strategy.

Largest Holdings

Amount Holding
4.46% Verso Corp A
3.90% PDL BioPharma Inc
3.43% The Rubicon Project Inc
3.35% Limelight Networks Inc
3.32% Freshpet Inc
3.21% Natural Grocers by Vitamin Cottage Inc
3.12% Matador Resources Co
2.99% Investors Real Estate Trust
2.69% B. Riley Financial Inc
2.46% HC2 Holdings Inc
2.38% e.l.f. Beauty Inc
2.18% GenMark Diagnostics Inc
2.12% A10 Networks Inc
2.08% Landec Corp
2.01% Carriage Services Inc
1.98% WisdomTree Investments Inc
1.97% Cornerstone Building Brands Inc
1.94% W&T Offshore Inc
1.91% Boot Barn Holdings Inc
1.88% Universal Electronics Inc
1.87% CatchMark Timber Trust Inc Class A
1.78% Antares Pharma Inc
1.70% Invacare Corp
1.68% Potbelly Corp
1.65% Cross Country Healthcare Inc

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