Fuller Thaler Behavioral Fund Quote

FTZIX Fund  USD 46.82  0.20  0.43%   

Performance

23 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 29

 
100  
 
Zero
Below Average
Fuller Thaler is trading at 46.82 as of the 29th of March 2024; that is 0.43 percent up since the beginning of the trading day. The fund's open price was 46.62. Fuller Thaler has about a 29 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. Equity ratings for Fuller Thaler Behavioral are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund seeks to achieve its objective by investing at least 80 percent of its net assets in common stocks of companies of all market capitalizations based in the U.S. . It may invest a portion of its assets in real estate investment trusts , Business Development Companies , and Exchange Traded Funds ETFs whose investment characteristics are consistent with the funds principal investment strategy. More on Fuller Thaler Behavioral

Moving together with Fuller Mutual Fund

  0.72USG USCF Gold Strategy Symbol ChangePairCorr
  0.96FTHSX Fuller Thaler BehavioralPairCorr
  0.95FTSIX Fuller Thaler BehavioralPairCorr
  0.97FTXFX Fuller Thaler BehavioralPairCorr
  0.81FTVNX Fuller Thaler BehavioralPairCorr

Fuller Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Fuller Thaler's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fuller Thaler or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationFuller & Thaler Asset Mgmt Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Fuller & Thaler Asset Mgmt, Large, Large Blend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date30th of January 2023
Fiscal Year EndSeptember
Fuller Thaler Behavioral [FTZIX] is traded in USA and was established 29th of March 2024. Fuller Thaler is listed under Fuller & Thaler Asset Mgmt category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Fuller & Thaler Asset Mgmt family. This fund currently has accumulated 51 M in assets under management (AUM) with minimum initial investment of 100 K. Fuller Thaler Behavioral is currently producing year-to-date (YTD) return of 13.32% with the current yeild of 0.0%, while the total return for the last 3 years was 8.84%.
Check Fuller Thaler Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fuller Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fuller Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fuller Thaler Behavioral Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fuller Thaler Behavioral Mutual Fund Constituents

NEUNewMarketStockMaterials
ZBRAZebra TechnologiesStockInformation Technology
YUMCYum China HoldingsStockConsumer Discretionary
WATWatersStockHealth Care
VRSNVeriSignStockInformation Technology
UNPUnion PacificStockIndustrials
TERTeradyneStockInformation Technology
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Fuller Thaler Target Price Odds Analysis

Based on a normal probability distribution, the odds of Fuller Thaler jumping above the current price in 90 days from now is nearly 4.22%. The Fuller Thaler Behavioral probability density function shows the probability of Fuller Thaler mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2202. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Fuller Thaler will likely underperform. Additionally, fuller Thaler Behavioral has an alpha of 0.0583, implying that it can generate a 0.0583 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 46.82HorizonTargetOdds Above 46.82
95.72%90 days
 46.82 
4.22%
Based on a normal probability distribution, the odds of Fuller Thaler to move above the current price in 90 days from now is nearly 4.22 (This Fuller Thaler Behavioral probability density function shows the probability of Fuller Mutual Fund to fall within a particular range of prices over 90 days) .

Fuller Thaler Behavioral Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fuller Thaler market risk premium is the additional return an investor will receive from holding Fuller Thaler long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fuller Thaler. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Fuller Thaler's alpha and beta are two of the key measurements used to evaluate Fuller Thaler's performance over the market, the standard measures of volatility play an important role as well.

Fuller Thaler Against Markets

Picking the right benchmark for Fuller Thaler mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Fuller Thaler mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Fuller Thaler is critical whether you are bullish or bearish towards Fuller Thaler Behavioral at a given time. Please also check how Fuller Thaler's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fuller Thaler without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Fuller Mutual Fund?

Before investing in Fuller Thaler, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Fuller Thaler. To buy Fuller Thaler fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fuller Thaler. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Fuller Thaler fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Fuller Thaler Behavioral fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Fuller Thaler Behavioral fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Fuller Thaler Behavioral, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Fuller Thaler Behavioral?

The danger of trading Fuller Thaler Behavioral is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Fuller Thaler is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Fuller Thaler. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fuller Thaler Behavioral is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fuller Thaler Behavioral. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.

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When running Fuller Thaler's price analysis, check to measure Fuller Thaler's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fuller Thaler is operating at the current time. Most of Fuller Thaler's value examination focuses on studying past and present price action to predict the probability of Fuller Thaler's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fuller Thaler's price. Additionally, you may evaluate how the addition of Fuller Thaler to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fuller Thaler's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fuller Thaler is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fuller Thaler's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.