Fuller Thaler Mutual Fund Fund Managers
| FTHAX Fund | USD 49.72 0.94 1.93% |
Leadership analysis for Fuller Thaler Behavioral matters because fund performance is rarely explained by return alone; process quality, allocation, and risk control also matter. Used well, management analysis frames whether execution quality is supporting future consistency or raising underperformance risk.
Fuller |
| Symbol | FTHAX |
| Name | Fuller Thaler Behavioral |
| Type | Mutual Fund |
| Country | US United States |
| Exchange | NMFQS |
Fuller Thaler Behavioral Leadership information is not available right now. Data may be delayed or unavailable.
If this Leadership should be available, let us know so we can check it.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
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Sector Exposure (%)
Sector diversification inside Fuller Thaler Behavioral matters because return potential and downside risk are both shaped by how concentrated the portfolio is in a small group of economic drivers. That trade-off is why investors should judge the allocation against their own tolerance for drawdowns rather than against diversification in the abstract.
Instrument Allocation (%)
Top Mutual Fund Constituents
| FCNCA | First Citizens BancShares | Stock | |
| EME | EMCOR Group | Stock | |
| MEDP | Medpace Holdings | Stock | |
| MTZ | MasTec Inc | Stock | |
| GNRC | Generac Holdings | Stock | |
| WCC | WESCO International | Stock | |
| HELE | Helen of Troy | Stock | |
| DECK | Deckers Outdoor | Stock | |
| KMPR | Kemper | Stock | |
| MUSA | Murphy USA | Stock | |
| SNX | Synnex | Stock | |
| PRI | Primerica | Stock | |
| SBGI | Sinclair Broadcast Group | Stock | |
| EVTC | Evertec | Stock | |
| CSGS | CSG Systems International | Stock | |
| FULT | Fulton Financial | Stock | |
| BLDR | Builders FirstSource | Stock | |
| LSTR | Landstar System | Stock | |
| UTHR | United Therapeutics | Stock | |
| MDU | MDU Resources Group | Stock | |
| BCOR | Grayscale Bitcoin Adopters | Etf | |
| HWC | Hancock Whitney Corp | Stock | |
| JBL | Jabil Circuit | Stock | |
| BRKR | Bruker | Stock | |
| CHRD | Chord Energy Corp | Stock | |
| AMKR | Amkor Technology | Stock |
Outstanding Bonds
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Institutional investors in Fuller Thaler Behavioral typically operate with more research capacity, technology, and trading scale than retail holders, which is why their activity can materially affect price behavior. The better interpretation comes from watching concentration, turnover, and changes in holder behavior instead of assuming institutional ownership is automatically bullish.
Net Asset Comparison
Fuller Thaler Behavioral ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 4.47 Billion. Fuller Thaler totals roughly 1.04 Billion in net asset claiming about 23% of funds listed under Small Blend category.
Benchmark Summation
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This analysis covers sixty-one data points across the selected time horizon. Fuller Thaler Behavioral Price Series Summation is a cross summation of Fuller Thaler price series and its benchmark/peer.
Management Information & Data Sources
Management review for Fuller Thaler focuses on portfolio leadership, allocation discipline, and operating consistency. Insider activity can provide context on alignment between management and outside holders.
Unless otherwise specified, data for Fuller Thaler Behavioral is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Insider and management fields are mapped from published filings and company disclosures.