About FTXNX
FullerThaler Behavioral Small-Cap Growth Fund Investor Shares is an open-end mutual fund focused on long-term capital appreciation through investments in U.S. small-cap growth stocks. The fund employs a behavioral finance-driven strategy, aiming to capture market inefficiencies by identifying opportunities where investor biases and emotions may have led to mispriced securities. At least 80% of its assets are invested in small-cap companies, seeking exposure across diverse sectors, including technology, healthcare, consumer, and industrials. The fund typically holds a concentrated portfolio, often between 25 and 70 stocks, with a disciplined approach to sector and position sizing to manage risk relative to its benchmark, the Russell 2000 Growth Index. Notable holdings include companies such as Vertiv Holdings, e.l.f. Beauty, and Super Micro Computer, illustrating its focus on dynamic sectors within the small-cap segment. The fund’s assets under management are substantial, and it is recognized for its robust management team and systematic investment process, making it a significant player among small-cap growth mutual funds in the U.S. market.
Fund Family FullerThaler
Category Small Growth
Performance Rating High
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol FTXNX
Share Class Investor Shares
Index Russell 2000 Growth TR
FTXNX had a total return of 19.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.44%.
