Fuller Thaler is trading at 41.48 as of the 2nd of December 2024; that is 0.05 percent down since the beginning of the trading day. The fund's open price was 41.5. Fuller Thaler has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Fuller Thaler Behavioral are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal circumstances, the fund seeks to achieve its objective by investing at least 80 percent of its net assets in common stocks of small to medium capitalization companies based in the U.S. . It may invest a portion of its assets in real estate investment trusts , Business Development Companies , and Exchange Traded Funds whose investment characteristics are consistent with the funds principal investment strategy.. More on Fuller Thaler Behavioral
Fuller Thaler Behavioral [FTSIX] is traded in USA and was established 2nd of December 2024. 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 43.51 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 20.65% with the current yeild of 0.01%, while the total return for the last 3 years was 6.45%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fuller Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fuller Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fuller Thaler Behavioral Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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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.