About FTXFX
The FullerThaler Behavioral Small-Cap Growth Fund R6 is an open-end mutual fund designed to achieve long-term capital appreciation by investing primarily in U.S. small-cap growth stocks. Managed by Fuller & Thaler, the fund employs a disciplined, proprietary behavioral investment strategy, seeking to identify companies where market behavior may have mispriced growth potential. Typically, at least 80% of its net assets are allocated to small-capitalization companies with above-average earnings or sales growth and a strong track record of retaining earnings.
The fund maintains a diversified portfolio, generally holding 25 to 70 positions, with the top ten holdings accounting for roughly 25% to 32% of assets. Notable sectors represented include industrials, healthcare, consumer cyclical, and consumer defensive, reflecting a broad approach within the small-cap universe. Focusing on research-driven stock selection, the fund aims to capture growth opportunities while balancing risk through active sector and position management.
With a history of strong long-term performance, competitive expense ratios, and a sizable asset base, the FullerThaler Behavioral Small-Cap Growth Fund R6 plays a significant role for institutional investors seeking exposure to dynamic, growth-oriented U.S. small-cap equities.
Fund Family FullerThaler
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol FTXFX
Share Class R6 Shares
Index Russell 2000 Growth TR
FTXFX had a total return of 3.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.35%.
