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    "Fred Stanske uses the insights of Nobel winner Richard Thaler, the 'father of behavioral finance'"

    "Fred Stanske uses the insights of Nobel winner Richard Thaler, the 'father of behavioral finance'"

    Fred Stanske has worked alongside Nobel winning economist Richard Thaler for more than 20 years, and explains how he invests
    Fuller & Thaler Named a Finalist for Asset Manager of the Year

    Fuller & Thaler Named a Finalist for Asset Manager of the Year

    Envestnet named Fuller & Thaler a finalist for Asset Manager of the Year. Please click here to view the announcement.
    "Stop Sabotaging Your Stock Portfolio, Richard Thaler Says," -Barron's interview with

    "Stop Sabotaging Your Stock Portfolio, Richard Thaler Says," -Barron's interview with

    Click here to see Barron's Leslie Norton's interview with Dr. Richard Thaler.
    "Invest Like a Nobel-Prize Winning Economist"-Bottom Line Inc's interview with Dr. Rai

    "Invest Like a Nobel-Prize Winning Economist"-Bottom Line Inc's interview with Dr. Rai

    Dr. Raife Giovinazzo spoke with Bottom Line Inc, click here to view the full article.

    When investors make mistakes, and they always do, this manager pounces and profits

    A mutual fund builds on Richard Thaler's Nobel Prize-winning research. View the Full Story
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    Fuller & Thaler Behavioral Small-Cap Growth Fund highlighted by Citywire

    Fuller & Thaler Behavioral Small-Cap Growth Fund highlighted by Citywire

    Richard Thaler and Portfolio Manager David Potter interviewed  on Citywire podcast

    Richard Thaler and Portfolio Manager David Potter interviewed on Citywire podcast

    Two Fuller & Thaler Funds listed in "Small-Caps Could Recover. 6 Funds to Play a Rally" by Barron's

    Two Fuller & Thaler Funds listed in "Small-Caps Could Recover. 6 Funds to Play a Rally" by Barron's

    Fuller & Thaler Behavioral Micro-Cap Strategy listed in "The top-performing equity managers"  by P&I

    Fuller & Thaler Behavioral Micro-Cap Strategy listed in "The top-performing equity managers" by P&I

    "Fuller & Thaler Asset Management's Raife Giovinazzo on Robinhood IPO"

    "Fuller & Thaler Asset Management's Raife Giovinazzo on Robinhood IPO"

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    • Funds

      • Small-Cap Blend (FTHSX)
      • Small-Cap Growth (FTXSX)
      • Mid-Cap Value (FTVSX)
      • Unconstrained Equity (FTZIX)
      • Micro-Cap (FTMSX)
      • Small-Mid Core (FTSIX)
    • Documents

    • FINRA Broker Check

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      ®

      The Behavioral Edge

      Copyright 2018 Fuller & Thaler. All rights reserved.

      Mutual fund investing involves risk, including loss of principal.  There is no guarantee that this, or any, investment strategy will succeed; the strategy is not an indicator of future performance, and investment results may vary.  Diversification does not ensure a profit or guarantee against loss.  Small cap investing involves risks not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. Fund returns include the reinvestment of all dividend and interest income. In comparing a Fund’s performance to any market index, prospective investors should note the following differences: indices are generally more diversified and represent only unmanaged results of long investment; a strategy may not be as diversified, more volatile, is actively managed and may short securities.  Securities sold short have unlimited potential for loss.

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      **By clicking the link above, you will be redirected to a website maintained by a third party.

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      The Fund’s investment adviser, Fuller & Thaler Asset Management, Inc. (“Fuller & Thaler” or the “Adviser”) has contractually agreed to waive its management fee and/or reimburse Fund expenses so that total annual operating expenses for the Fuller & Thaler Funds as stated below through January 31, 2023:

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      Fuller & Thaler Behavioral Small-Cap Equity Fund do not exceed 1.02%, 1.64%, 1..30%, 0.75% and 0.64% for A Shares, C Shares, Investor Shares, Institutional Shares and R6 Shares, respectively.

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      Fuller & Thaler Behavioral Small-Cap Growth Fund do not exceed 1.30%, 1.80%, 1.25%, 0.99% and 0.90% for A Shares, C Shares, Investor Shares, Institutional Shares and R6 Shares, respectively.

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      Fuller & Thaler Behavioral Mid-Cap Value Fund do not exceed 1.20%, 1.70%, 1.15%, 0.90% and 0.80% for A Shares, C Shares, Investor Shares, Institutional Shares and R6 Shares, respectively.

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      Fuller & Thaler Behavioral Unconstrained Equity Fund does not exceed 1.30%, 1.80%, 1.25%, 0.99% and 0.90% for A Shares, C Shares, Investor Shares, Institutional Shares and R6 Shares, respectively​

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      Fuller & Thaler Behavioral Small-Mid Core Equity Fund does not exceed 1.26%, 1.76%, 1.21%, 0.95% and 0.85% for A Shares, C Shares Investor Shares Institutional Shares and R6 Shares, respect​ively.

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      Fuller & Thaler Behavioral Micro-Cap Equity Fund do not exceed 1.75%, 2.25%, 1.70%, 1.45% and 1.45% for A Shares, C Shares, Investor Shares, Institutional Shares and R6 Shares, respectively

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      **No minimum initial investment for certain investors including group retirement plans. The expense limitation does not apply to (i) interest; (ii) taxes; (iii) brokerage fees and commissions; (iv) other extraordinary expenses not incurred in the ordinary course of the Fund's business; and (v) indirect expenses such as acquired fund fees and expenses.

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      Investors should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing.  The prospectus contains this and other information about the fund and may be obtained on this website or by calling 888-912-4562.  The prospectus should be read carefully before investing.

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      The Russell 2000 Index, Russell 3000, Russell Micro-cap, and Russell 2500, and the S&P 500 Index are widely recognized unmanaged indices of equity securities and are representative of a broader domestic equity market and range of securities than is found in the Fund's portfolio.  The Russell 2000 measures the performance of the small cap segment of the US equity universe.  The Russell 2000 is a subset of the Russell 3000 Index and represents approximately 10% of total market capitalization of that index.  Individuals cannot invest directly in an index. The Russell 2000® Growth Index measures the performance of those Russell 2000 companies with higher price/book ratios and higher forecasted growth values. Unless otherwise noted, index returns reflect the reinvestment of income dividends and capital gains, if any, but do not reflect fees, brokerage commissions or other expenses of investing. Individuals cannot invest directly in an index. The Russell MidCap® Value Index measures the performance of those Russell Midcap companies with lower price/book ratios and lower forecasted growth values. The stocks are also members of the Russell 1000® Value Index. Unless otherwise noted, index returns reflect the reinvestment of income dividends and capital gains, if any, but do not reflect fees, brokerage commissions or other expenses of investing. Individuals cannot invest directly in an index. The Russell Microcap Index measures the performance of the microcap segment of the U.S. equity market. It makes up less than 3% of the U.S. equity market. It includes 1,000 of the smallest securities in the Russell 2000 Index based on a combination of their market cap and current index membership and it also includes up to the next 1,000 stocks.  The Russell 3000 Index is a market-capitalization-weighted equity index maintained by the FTSE Russell that provides exposure to the entire U.S. stock market. The index tracks the performance of the 3,000 largest U.S.-traded stocks which represent about 98% of all U.S incorporated equity securities.  The Russell 2500 Index is a broad index, featuring 2,500 stocks that cover the small- and mid-cap market capitalizations. The Russell 2500 is a market cap-weighted index that includes the smallest 2,500 companies covered in the Russell 3000 universe of United States-based listed equities.

       

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      Fuller and Thaler Asset Management is the adviser to the Fuller & Thaler Funds.  The Fuller & Thaler Funds are distributed by Ultimus Fund Distributors, LLC.

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      The Behavioral Edge® is a registered trademark of Fuller & Thaler Asset Management, Inc.