FTXSX : Fuller & Thaler Behavioral Small-Cap Growth Fund Institutional Shares

FTXSX is a US Stocks Market Small Growth with MODERATE fees.

FTXSX

Fuller & Thaler Behavioral Small-Cap Growth Fund Institutional Shares

FI Score

28 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

28% FI Score
  • ftxsx
  • Mutual Fund
  • US Stocks
  • Small Growth

Fuller & Thaler Behavioral Small-Cap Growth Fund Institutional Shares

Expenses: 1.00% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. 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").

Largest Holdings

Amount Holding
4.21% FTI Consulting Inc
3.99% MACOM Technology Solutions Holdings Inc
3.93% Amedisys Inc
3.57% Sarepta Therapeutics Inc
3.44% Five9 Inc
2.90% Cirrus Logic Inc
2.85% Repligen Corp
2.81% Tandem Diabetes Care Inc
2.64% Lattice Semiconductor Corp
2.62% Ping Identity Holding Corp Ordinary Shares
2.54% Zynga Inc Class A
2.51% Synaptics Inc
2.43% Halozyme Therapeutics Inc
2.41% Stamps.com Inc
2.41% Merit Medical Systems Inc
2.34% eHealth Inc
2.34% Helen Of Troy Ltd
2.29% Nevro Corp
2.24% Trex Co Inc
2.24% The Trade Desk Inc A
2.15% Etsy Inc
2.14% Churchill Downs Inc
2.10% Jack In The Box Inc
2.09% Integer Holdings Corp
2.02% Guardant Health Inc

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