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Fuller & Thaler Behvrl Mcr-Cp Eq Instl FTMSX

Quantitative rating as of
  • NAV / 1-Day Return 26.02  /  0.27 %
  • Total Assets 19.5 Mil
  • Adj. Expense Ratio
    1.450%
  • 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

Will FTMSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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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.

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