FullerThaler Behavioral Small-Cap Equity Fund
Shareclass
FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX)
Type
Open-end mutual fund
Manager
Gender equality score
43
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 548 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
FullerThaler Behavioral Small-Cap Equity Fund FTHSX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Science Applications International Corp1.26% of assets$123M invested
- 2. Ralph Lauren Corp Class A0.51% of assets$49.4M invested
- 3. Crocs Inc1.4% of assets$136.89M invested
- 4. Deckers Outdoor Corp0.1% of assets$9.76M invested
- 5. Assurant Inc0.57% of assets$55.1M invested
- 6. H&R Block Inc2.47% of assets$241.16M invested
- 7. Graphic Packaging Holding Co0.79% of assets$77.27M invested
- 8. Parsons Corp0.62% of assets$60.04M invested
- 9. Primerica Inc0.73% of assets$71.55M invested
- 10. Medpace Holdings Inc0.22% of assets$21.53M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Chemed Corp0.78% of assets$76.42M invested
- 2. Alpha Metallurgical Resources Inc0.17% of assets$16.34M invested
- 3. Mueller Industries Inc0.5% of assets$49.12M invested
- 4. Weatherford International PLC Ordinary Shares - New0.77% of assets$75.46M invested
- 5. AutoNation Inc0.34% of assets$32.82M invested
- 6. Crane NXT Co0.19% of assets$18.59M invested
- 7. Eagle Materials Inc1.69% of assets$164.79M invested
- 8. Evercore Inc Class A1.33% of assets$129.77M invested
- 9. Federated Hermes Inc Class B0.76% of assets$73.72M invested
- 10. Stride Inc0.65% of assets$63.48M invested
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Financial performance
Performance data provided by
Find more financial data on FTHSX at Morningstar.com
Find more financial data on FTHSX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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