Mutual Funds

Fuller & Thaler Funds

Exchange Hours Website
9:30 - 15:59 ET www.fullerthalerfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
F&T BEHAVIORAL SCAP EQ - INVESTOR FTHNX USD 1,000 USD 1,000 N/A N/A INVESTOR SHARES Yes
F&T BEHAVIORAL SCAP EQ - INSTITUTIONAL FTHSX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL SHARES Yes
F&T BEHAVIORAL SCAP EQ - R6 FTHFX USD 1,000,000 USD 1,000,000 N/A N/A R-6 SHARES Yes
F&T BEHAVIORAL SCAP GR - INVESTOR FTXNX USD 1,000 USD 1,000 N/A N/A INVESTOR SHARES Yes
F&T BEHAVIORAL SCAP GR - INSTITUTIONAL FTXSX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL SHARES Yes
F&T BEHAVIORAL SCAP GR - R6 FTXFX USD 1,000,000 USD 1,000,000 N/A N/A R-6 SHARES Yes
F&T BEHAVORIAL MCAP VAL - INVESTOR FTVNX USD 1,000 USD 1,000 N/A N/A INVESTOR SHARES Yes
F&T BEHAVIORAL MCAP VAL - INSTITUTIONAL FTVSX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL SHARES Yes
F&T BEHAVIORAL MCAP VAL - R6 FTVZX USD 1,000,000 USD 1,000,000 N/A N/A R-6 SHARES Yes
FULLER & THALER BEHAVIORAL UNCONSTRAINED EQUITY FUND FTZIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL SHARES Yes
F&T BEHAVUNCON EQUITY - R6 FTZFX USD 1,000,000 USD 1,000,000 N/A N/A R-6 SHARES Yes
F&T BEHAVSMIDCORE EQUITY - I FTSIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL SHARES Yes
FULLER & THALER BEHAVIORAL MICRO-CAP EQUITY FUND FTMSX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL SHARES Yes

Notes:

  1. Advisor minimums may be lower.