Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Fullerthaler Behavioral Small-cap Equity Fund Institutional Shares (0P0000TK5L)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
52.100 +0.840    +1.64%
21/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 7.89B
Fuller & Thaler Behavioral Small-Cap Equity Fund I 52.100 +0.840 +1.64%

0P0000TK5L Overview

 
Find basic information about the Fullerthaler Behavioral Small-cap Equity Fund Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000TK5L MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change33.28%
Prev. Close51.26
Risk Rating
TTM Yield0.82%
ROE24.02%
IssuerN/A
Turnover23%
ROA9.71%
Inception DateSep 08, 2011
Total Assets7.89B
Expenses0.76%
Min. Investment100,000
Market Cap5.75B
CategorySmall Blend
What is your sentiment on Fuller & Thaler Behavioral Small-Cap Equity Fund I?
or
Vote to see community's results!

Fullerthaler Behavioral Small-cap Equity Fund Institutional Shares Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1175 1016 1401 1383 2039 3231
Fund Return 17.48% 1.6% 40.09% 11.41% 15.31% 12.44%
Place in category 19 26 18 6 6 2
% in Category 3 4 3 1 2 1

Top Equity Funds by FullerThaler

  Name Rating Total Assets YTD% 3Y% 10Y%
  FullerThaler Behavioral Small Cap 6 2.61B 17.61 11.54 12.59
  FullerThaler Behavioral Small Capin 680.07M 17.19 11.08 12.17

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 55.85B 11.56 2.46 9.08
  Fidelity Small Cap Index Instl Pre 26.87B 9.65 0.09 8.08
  Vanguard Small Cap Index I 22.74B 11.56 2.47 9.09
  DFA US Small Cap I 17.11B 9.31 4.54 8.85
  Vanguard Small Cap Index InstlPlus 11.6B 11.58 2.48 9.10

Top Holdings

Name ISIN Weight % Last Change %
  EMCOR US29084Q1004 3.79 504.92 -4.18%
  Acuity Brands US00508Y1029 2.88 326.24 +1.82%
  Commercial Metals US2017231034 2.65 61.22 +1.29%
  Murphy USA Inc US6267551025 2.22 545.34 +2.63%
  H&R Block US0936711052 1.98 58.30 +2.51%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000TK5L Comments

Write your thoughts about Fullerthaler Behavioral Small-cap Equity Fund Institutional Shares
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email