FTSIX : Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares

FTSIX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

FTSIX

Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares

FI Score

23 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

23% FI Score
  • ftsix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap 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 small to medium capitalization 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
3.78% Generac Holdings Inc
3.48% Cabot Microelectronics Corp
3.02% Brown & Brown Inc
3.02% Gaming and Leisure Properties Inc
3.00% Power Integrations Inc
2.96% Entegris Inc
2.95% Exelixis Inc
2.56% Meridian Bioscience Inc
2.52% STORE Capital Corp
2.50% Voya Financial Inc
2.43% Waters Corp
2.40% Lancaster Colony Corp
2.31% Live Oak Bancshares Inc
2.27% Altra Industrial Motion Corp
2.25% Western Alliance Bancorp
2.25% Aspen Technology Inc
2.24% Yum China Holdings Inc
2.23% WPX Energy Inc Class A
2.21% Kansas City Southern
2.19% Universal Health Services Inc Class B
2.18% Huntsman Corp
2.08% Synnex Corp
2.05% Leidos Holdings Inc
2.02% Zebra Technologies Corp
2.01% Dentsply Sirona Inc

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