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Fuller & Thaler Behavioral Small-Cap Equity Fund

Overview

Fuller & Thaler's U.S. small-cap blend mutual fund seeks long-term capital appreciation with similar risk levels and characteristics to its benchmark, the Russell 2000® Index.

  • Aims to capitalize on behavioral biases that may cause the market to over-react to historical, negative information or under-react to new, positive information.

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  • Looks for companies with one or both of: 

    • significant insider buying or stock repurchases (over-reaction)

    • large earnings surprises (under-reaction)

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  • Invests in domestic stocks with market capitalization similar to those in included in the Russell 2000® Index

BR .PNG

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