Fuller & Thaler Behavioral Small-Mid Core Equity Fund

Overview

U.S. small-mid core mutual fund seeks long-term capital appreciation with similar risk levels and characteristics to its benchmark, the Russell 2500® Index.

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

  •  Looks for companies with:

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

    • large earnings surprises (under-reaction)​

  • Looks Invests in domestic stocks with market capitalization similar to those included in the Russell 2500® Index

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