Fuller & Thaler Behavioral Small-Cap Growth Fund - R6 Shares
Fuller & Thaler Behavioral Small-Cap Growth Fund - R6 Shares (FTXFX)
The Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXFX) is a mutual fund that focuses on investing in small-cap growth companies. It is managed by Fuller & Thaler Asset Management, a firm known for its behavioral finance approach to investing. The fund aims to identify undervalued companies with strong growth potential and a history of positive earnings. The R6 shares of this fund are designed for institutional investors and have a lower expense ratio compared to other share classes. With a focus on behavioral economics and a small-cap growth strategy, FTXFX offers investors the potential for long-term capital appreciation.
FTXFX Mutual Fund Chart & Stats
- Previous Close
- $61.17
- Sub-Category
- Small Cap
- Total Liabilities
- $5.42M
- Expense Ratio
- 0.93%
- Holding Count
- 75
- Brand
- Capitol Series Trust
- Category
- Equity
- Total Assets
- 6.18B
- Shares Outstanding
- N/A
- 52-Week Range
- $50.16 - $77.71
FTXFX Mutual Fund News
FTXFX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| LITELumentum Holdings Inc | 4.95% |
| BEBloom Energy | 4.78% |
| ALABAstera Labs, Inc. | 4.43% |
| DOCNDigitalocean Holdings, Inc. | 4.40% |
| GHGuardant Health | 4.20% |
| VRTVertiv Holdings Co | 3.61% |
| MODModine Manufacturing | 3.17% |
| VSATViaSat Inc | 2.87% |
| CRDOCredo Technology Group Holding Ltd. | 2.86% |
| BTSGBrightSpring Health Services, Inc. | 2.49% |
| Total | 37.76% |
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