Fuller & Thaler Behavioral Small-Cap Growth Fund - Investor Shares (FTXNX) Research
This fund aims to meet its financial targets by committing a minimum of 80% of its capital, including any funds acquired through borrowing for investment, to the equity securities of smaller United States-based companies. This commitment is officially termed the "80% Policy." Furthermore, the fund is permitted to allocate a segment of its portfolio to real estate investment trusts, or REITs.
Market snapshot
- Symbol
- FTXNX
- Price
- $72.19
- Day change
- +3.39%
- Market cap
- $4.4B
- 52-week range
- 42.58-72.19
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Large Cap Value Fund Investor Class (AAGPX)
- American Beacon Small Cap Value Fund Investor Class (AVPAX)
- Conestoga Small Cap Fund Investors Class (CCASX)
- Fidelity Advisor Small Cap I (FSCIX)
- BlackRock Advantage Large Cap Core Fund Investor A Shares (MDLRX)
- MFS Series Trust I: MFS Core Equity Fund - Class A (MRGAX)
- PIMCO CommodityRealReturn Strategy Fund Class A (PCRAX)
- Pimco CommodityRealReturn Strategy Fund Institutional Class (PCRIX)
Open Fuller & Thaler Behavioral Small-Cap Growth Fund - Investor Shares (FTXNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.