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FullerThaler Behavioral Mid-Cap Equity Fund

Overview

FullerThaler mid cap blend mutual fund seeks long-term capital appreciation with similar risk levels and characteristics to its benchmark, the Russell Mid-Cap® Index.

  • Seeks 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 included in the Russell Mid-Cap® Index

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