Mutual Funds

Fuller & Thaler Funds

Exchange Hours Website
9:30 - 15:59 ET www.fullerthalerfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
FT BEHAVIORAL SCAP EQ - INVESTOR FTHNX USD 1,000 USD 1,000 Stock No Load INVESTOR No
FT BEHAVIORAL SCAP EQ - INSTITUTIONAL FTHSX USD 100,000 USD 100,000 Stock No Load INSTITUTIONAL Yes
FT BEHAVIORAL SCAP EQ - R6 FTHFX USD 1,000,000 USD 1,000,000 Stock No Load R6 Yes
FT BEHAVIORAL SCAP GR - INVESTOR FTXNX USD 1,000 USD 1,000 N/A No Load INVESTOR No
FT BEHAVIORAL SCAP GR - INSTITUTIONAL FTXSX USD 100,000 USD 100,000 N/A No Load INSTITUTIONAL Yes
FT BEHAVIORAL SCAP GR - R6 FTXFX USD 1,000,000 USD 1,000,000 N/A No Load R6 Yes
FT BEHAVORIAL MCAP VAL - INVESTOR FTVNX USD 1,000 USD 1,000 Stock No Load INVESTOR No
FT BEHAVIORAL MCAP VAL - INSTITUTIONAL FTVSX USD 100,000 USD 100,000 Stock No Load INSTITUTIONAL Yes
FT BEHAVIORAL MCAP VAL - R6 FTVZX USD 1,000,000 USD 1,000,000 Stock No Load R6 Yes
FT BEHAVUNCON EQUITY - INSTITUTIONAL FTZIX USD 100,000 USD 100,000 Stock No Load INSTITUTIONAL Yes
F&T BEHAVUNCON EQUITY - R6 FTZFX USD 1,000,000 USD 1,000,000 Stock No Load R6 Yes
FT BEHAVSMIDCORE EQUITY - I FTSIX USD 100,000 USD 100,000 Stock No Load INSTITUTIONAL Yes
FT BEHAVMICRO EQUITY - INSTITUTIONAL FTMSX USD 100,000 USD 100,000 Stock No Load INSTITUTIONAL Yes
FT BEHAVIORAL MID-CAP EQUITY FD INST FTHMX USD 100,000 USD 100,000 Stock No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.