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Fullerthaler Behavioral Small-cap Growth Fund Institutional Shares: (MF: FTXSX)

(NASDAQ Mutual Funds) As of May 1, 2026 04:59 PM ET

$67.34 USD

+1.19 (1.80%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.97 36
3 months 1.97 36
6 months 4.51 34
1 Year 34.72 5
3 Year 20.33 2
5 Year 10.56 2
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2026

1 Year 34.71
5 Year 10.55
10 Year NA
Since Inception 15.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.97 NA NA NA
2025 -14.88 10.59 16.55 2.49
2024 19.72 -2.56 3.85 6.36
2023 12.91 6.57 -2.32 13.27
2022 -13.50 -21.05 2.02 4.10
2021 7.75 10.59 2.07 2.55

Annual Return

202620252024202320222021202020192018
% Total Return 1.9712.4428.8633.15-27.4724.7451.3219.180.91
% Total Return Rel to Index 7.26-5.773.836.90-9.27-3.9432.92-12.305.30
% Total Return Rel to Peer 1.205.1316.9317.07-7.965.4232.32-6.2411.68
% Perf Quintile vs Peer* 2.002.001.001.004.003.001.005.001.00
% Dividends 0.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.006.540.000.000.00
Expense Ratio 0.001.000.960.970.990.990.991.000.00

* 1 = Top 20%, 5 = Bottom 20%