Fuller Thaler Behavioral Fund Quote

FTZIX Fund  USD 54.21  0.85  1.59%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 18

 
High
 
Low
Low
Fuller Thaler is trading at 54.21 as of the 31st of January 2025; that is 1.59 percent up since the beginning of the trading day. The fund's open price was 53.36. Fuller Thaler has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund seeks to achieve its objective by investing at least 80 percent of its net assets in common stocks of companies of all market capitalizations based in the U.S. . Fuller Thaler is traded on NASDAQ Exchange in the United States. More on Fuller Thaler Behavioral

Fuller Mutual Fund Highlights

Fund ConcentrationFuller & Thaler Asset Mgmt Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Fuller & Thaler Asset Mgmt, Large, Large Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of January 2023
Fiscal Year EndSeptember
Fuller Thaler Behavioral [FTZIX] is traded in USA and was established 31st of January 2025. Fuller Thaler is listed under Fuller & Thaler Asset Mgmt category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Fuller & Thaler Asset Mgmt family. This fund currently has accumulated 51 M in assets under management (AUM) with minimum initial investment of 100 K. Fuller Thaler Behavioral is currently producing year-to-date (YTD) return of 5.31% with the current yeild of 0.0%, while the total return for the last 3 years was 12.87%.
Check Fuller Thaler Probability Of Bankruptcy

Instrument Allocation

Top Fuller Thaler Behavioral Mutual Fund Constituents

NEUNewMarketStockMaterials
ZBRAZebra TechnologiesStockInformation Technology
YUMCYum China HoldingsStockConsumer Discretionary
WATWatersStockHealth Care
VRSNVeriSignStockInformation Technology
UNPUnion PacificStockIndustrials
TERTeradyneStockInformation Technology
SYFSynchrony FinancialStockFinancials
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Fuller Thaler Behavioral Risk Profiles

Fuller Thaler Against Markets

Other Information on Investing in Fuller Mutual Fund

Fuller Thaler financial ratios help investors to determine whether Fuller Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fuller with respect to the benefits of owning Fuller Thaler security.
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