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
Performance Rating High
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol FTXFX
Share Class R6 Shares
Index Russell 2000 Growth TR
FTXFX had a total return of 37.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.83%.
