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FullerThaler Behavioral Sm-Cp Gr C (FTXCX)

61.80 -1.85 (-2.91%)
At close: 4:44:38 PM EDT
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  • Previous Close 63.65
  • YTD Return 23.25%
  • Expense Ratio 1.94%
  • Category Small Growth
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 5.14B
  • Beta (5Y Monthly) 1.65
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 99.00%
  • Last Dividend --
  • Inception Date Dec 19, 2018

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").

FullerThaler

Fund Family

Small Growth

Fund Category

5.14B

Net Assets

2018-12-19

Inception Date

Performance Overview

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Trailing returns as of 8/25/2026. Category is Small Growth.

YTD Return

FTXCX
23.25%
Category
12.40%

1-Year Return

FTXCX
43.12%
Category
55.69%

3-Year Return

FTXCX
22.33%
Category
19.34%

5-Year Return

FTXCX
12.16%
Category
20.72%

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Holdings

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Top 10 Holdings (35.64% of Total Assets)

Symbol Company % Assets
Lumentum Holdings Inc. 6.22%
Bloom Energy Corporation 4.77%
Vertiv Holdings Co 4.58%
Guardant Health, Inc. 3.53%
Modine Manufacturing Company 3.51%
DigitalOcean Holdings, Inc. 3.28%
Fidelity Colchester Street Trust - Fidelity Investments Money Market Funds - Government Portfolio 3.11%
Nextpower Inc. 2.44%
Elanco Animal Health Incorporated 2.15%
BrightSpring Health Services, Inc. 2.06%

Sector Weightings

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