Fuller & Thaler Behavioral Small-Cap Equity Fund
Overview
Fuller & Thaler's U.S. small-cap blend mutual fund seeks long-term capital appreciation with similar risk levels and characteristics to its benchmark, the Russell 2000 Index.
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Aims to capitalize on behavioral biases that may cause the market to over-react to historical, negative information or under-react to new, positive information.
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Looks for companies with one or both of:
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significant insider buying or stock repurchases (over-reaction)
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large earnings surprises (under-reaction)
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Invests in domestic stocks with market capitalization similar to those in included in the Russell 2000 Index
Morningstar Ratings (as of 12/31/2018)
Morningstar category: small-blend Share class: FTHSX
Performance Data (trailing returns as of 12/31/2018)
Performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For performance current to most recent month end, call 1-888-912-4562.