FTXXCX

About FTXXCX

The FullerThaler Behavioral Small-Cap Growth Fund C Shares is an actively managed mutual fund focused on small-capitalization companies within the United States. Its primary objective is to achieve capital appreciation by investing at least 80% of its assets in the common stocks of American small-cap firms. The fund employs a behavioral finance-driven approach, seeking companies with above-average earnings or sales growth and a demonstrated ability to retain earnings. This focus enables the fund to target businesses believed to have sustainable growth potential, often overlooked or mispriced by the broader market. This fund typically holds a portfolio of around 60 stocks, with the top ten holdings representing just over a quarter of total assets, indicating a moderate level of concentration. Sectors commonly represented include industrials, healthcare, consumer discretionary, and technology, reflecting the diversity within the small-cap growth universe. The fund plays a significant role in offering investors exposure to early-stage, innovative companies that can drive long-term economic growth, thus positioning itself as a key vehicle for those seeking diversified access to the dynamic U.S. small-cap market.