FTVCX

About FTVCX

FullerThaler Behavioral Mid-Cap Value Fund C Shares is an actively managed mutual fund focused on U.S. mid-cap companies considered undervalued relative to their intrinsic worth. The fund’s primary objective is long-term capital appreciation, achieved by employing a behavioral finance-driven approach that seeks to capitalize on market inefficiencies caused by cognitive biases among investors. The portfolio is diversified across sectors including financial services, technology, industrials, real estate, and consumer goods, with a notable concentration in financial services and technology stocks such as Global Payments Inc. and Fidelity National Information Services Inc. The fund maintains a turnover rate of about 33%, signaling a moderately active investment strategy. With approximately 30% of assets in its top ten holdings, it is moderately concentrated, enhancing exposure to its highest conviction ideas. It benchmarks its performance against the Russell MidCap Value Index, aiming to deliver similar risk characteristics while seeking value-driven outperformance. Positioned within the mid-cap value category, the fund appeals to those seeking exposure to companies poised for recovery or growth through behavioral insights.