A sound investment process and strong management team underpin Fuller & Thaler Behvrl Mcr-Cp Eq Instl's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 26.02 / 0.27 %
- Total Assets 19.5 Mil
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Adj. Expense Ratio
- Expense Ratio 1.450%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 74%
Morningstar’s Analysis FTMSX
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