FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
FTHMX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
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3-Year Total Return
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5-Year Total Return
--
Last Bull Market Total Return
Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
--
Standard Deviation
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Company Information
Provider
FullerThaler
Manager/Tenure
(Years)
(Years)
Raife Giovinazzo (1), Frederick W. Stanske, CFA (1), Jasmine Zhang (1)
Website
Address
FullerThaler
San Mateo CA - 94402
San Mateo CA - 94402
Country
United States
Phone Number
650-931-1500
Investment Strategy
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 mid capitalization (“mid-cap”) companies based in the U.S. (“80% Policy”).