Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) trades at $58.40 with AI Score 44/100 (Grade C). Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) invests in U. S. Market cap: $12.3B, Sector: Financial services.
Price as of Jul 27, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for FTHSX: FTHSX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FTHSX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FTHSX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) Financial Services Profile
Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) focuses on U.S. small-cap stocks, leveraging behavioral finance to identify undervalued companies. With $12.3B market cap and a beta of 1.07, the fund seeks to outperform through a disciplined, research-driven approach in the competitive asset management industry.
What Is the Investment Thesis for FTHSX?
FTHSX presents a notable research candidate for investors seeking exposure to the small-cap equity market with a behavioral finance twist. The fund's strategy of exploiting investor biases offers a unique approach to generating alpha. With a beta of 1.07, the fund exhibits market-like volatility. Key to the fund's success is its ability to consistently identify and capitalize on undervalued companies, driven by its rigorous research process and deep understanding of behavioral finance principles. The fund's performance is closely tied to the overall health of the U.S. economy and the performance of the small-cap equity market. The absence of a dividend yield may deter some income-focused investors, but the potential for capital appreciation remains the primary value driver.
Based on FMP financials and quantitative analysis
FTHSX Key Highlights
- Market Cap of $12.3B indicates a substantial asset base for the fund.
- Beta of 1.07 suggests the fund's volatility is similar to the overall market.
- Investment strategy focused on behavioral finance principles aims to exploit market inefficiencies.
- The fund invests at least 80% of its net assets in U.S.-based small-cap companies.
- No dividend yield may appeal to growth-oriented investors seeking capital appreciation.
Who Are FTHSX's Competitors?
FTHSX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FFLEX Fidelity Freedom Index 2060 Fund | $23.67 | +0.21% | $15.0B | 44 |
| FPACX FPA Crescent Fund | $45.28 | +0.31% | $12.5B | 44 |
| FPADX Fidelity Emerging Markets Index Fund | $16.04 | +0.38% | $15.7B | 47 |
| HGITX Hartford Core Equity Fund | $58.41 | +0.02% | $11.5B | 44 |
| LIPIX BlackRock LifePath Index 2050 Fund | $30.00 | +0.23% | $12.5B | 47 |
| ARCC Ares Capital Corporation | $18.89 | +0.59% | $13.6B | 86 |
| IDDTF AB Industrivärden (publ) | $34.25 | +0.00% | $14.8B | 70 |
| AMG Affiliated Managers Group, Inc. | $363.80 | +1.54% | $10.0B | 97 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FTHSX's Key Strengths?
- Unique investment strategy based on behavioral finance.
- Experienced management team.
- Diversified portfolio.
- Strong track record.
What Are FTHSX's Weaknesses?
- Reliance on the accuracy of behavioral finance models.
- Potential for underperformance in certain market conditions.
- Absence of dividend yield may deter some investors.
- Higher expense ratio compared to passively managed funds.
What Could Drive FTHSX Stock Higher?
- Continued adoption of behavioral finance principles by institutional investors.
- Growth in the small-cap equity market.
- Potential for new product launches to attract additional assets.
- Successful implementation of ESG investing strategies.
What Are the Key Risks for FTHSX?
- Underperformance relative to benchmark indices.
- Market volatility impacting small-cap stocks.
- Changes in investor sentiment towards behavioral finance.
- Competition from other asset management firms.
- Economic recession affecting small-cap company performance.
What Are the Growth Opportunities for FTHSX?
- Expansion into new behavioral finance strategies: FTHSX can further refine its behavioral finance models to identify new sources of alpha. By incorporating advanced data analytics and machine learning techniques, the fund can enhance its ability to predict investor behavior and identify undervalued companies. The market for advanced analytics in asset management is projected to reach $5 billion by 2028, offering a significant growth opportunity.
- Increased focus on ESG investing: Integrating environmental, social, and governance (ESG) factors into the investment process can attract a growing segment of socially conscious investors. By incorporating ESG criteria into its stock selection process, FTHSX can enhance its reputation and attract new capital. Sustainable investing is projected to reach $50 trillion globally by 2025, highlighting the growing demand for ESG-focused investment products.
- Development of new investment products: FTHSX can expand its product offerings to cater to a wider range of investor needs. This could include the launch of new mutual funds, exchange-traded funds (ETFs), or separately managed accounts (SMAs) focused on specific sectors or investment themes. The global ETF market is projected to reach $15 trillion by 2027, indicating a significant opportunity for product innovation.
- Geographic expansion: While FTHSX currently focuses on U.S.-based companies, it could explore opportunities to expand its investment universe to include international small-cap equities. This would require developing expertise in foreign markets and adapting its behavioral finance models to account for cultural and regulatory differences. Emerging markets offer particularly attractive growth opportunities, with GDP growth rates often exceeding those of developed economies.
- Strategic partnerships: Collaborating with other financial institutions, such as wealth management firms or retirement plan providers, can help FTHSX expand its distribution network and reach new investors. Strategic partnerships can also provide access to new technologies and investment insights. The market for wealth management services is projected to reach $100 trillion globally by 2030, highlighting the potential for strategic alliances.
What Opportunities Does FTHSX Have?
- Expansion into new behavioral finance strategies.
- Increased focus on ESG investing.
- Development of new investment products.
- Geographic expansion.
What Threats Does FTHSX Face?
- Increased competition from other asset management firms.
- Changes in market conditions that favor different investment styles.
- Regulatory changes that could impact the asset management industry.
- Economic downturn that could negatively impact small-cap companies.
What Are FTHSX's Competitive Advantages?
- Proprietary behavioral finance models that provide a unique investment edge.
- Experienced management team with a deep understanding of behavioral economics.
- Established track record of outperforming the market.
- Strong brand reputation and investor trust.
What Does FTHSX Do?
Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) is an actively managed fund that invests primarily in the common stocks of small-capitalization companies located in the United States. The fund's investment strategy is rooted in behavioral finance, an approach that seeks to exploit systematic errors in investor decision-making. The fund managers believe that by understanding and anticipating these behavioral biases, they can identify undervalued companies with the potential for significant capital appreciation. The fund considers a company to be U.S.-based if it is publicly traded in the U.S. and meets at least one of the following criteria: incorporation in the U.S., headquarters in the U.S., primary location of reported assets in the U.S., or majority of revenue derived from the U.S. The fund's investment universe consists of small-cap companies, which are generally defined as those with market capitalizations similar to those included in the Russell 2000 Index. The fund maintains a diversified portfolio across various sectors and industries, aiming to reduce risk while maximizing potential returns. The fund does not declare a dividend. As of 2026, the fund has a market cap of $12.3B.
What Products and Services Does FTHSX Offer?
- Invests in common stocks of U.S.-based small-cap companies.
- Utilizes behavioral finance principles to identify undervalued companies.
- Manages a diversified portfolio across various sectors and industries.
- Seeks to generate capital appreciation for its investors.
- Conducts rigorous research to identify companies with strong growth potential.
- Actively manages the portfolio to adapt to changing market conditions.
How Does FTHSX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the fund's average daily net assets.
- The fund's profitability is directly tied to its ability to attract and retain assets.
What Industry Does FTHSX Operate In?
FTHSX operates within the asset management industry, a highly competitive sector characterized by a diverse range of investment strategies and product offerings. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. The fund's focus on small-cap equities and behavioral finance differentiates it from many of its peers. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from individual investors and retirement savers. Competitors like FFLEX, FPACX, FPADX, HGITX, and LIPIX also vie for market share in this space.
Who Are FTHSX's Key Customers?
- Individual investors seeking exposure to small-cap equities.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) Valuation Context
Relative to its peer group, FTHSX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
FTHSX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider activity shows increased buying, indicating confidence from key stakeholders.
- Community sentiment has shifted positively, with discussions highlighting the fund's unique approach to behavioral finance.
- Market perception is leaning towards small-cap recovery, aligning with the fund's focus on undervalued stocks.
- Analysts are noting an uptick in interest in behavioral investing, which could enhance the fund's appeal to new investors.
Bear Case
- Concerns about market volatility could lead to cautious sentiment among investors, particularly in small-cap sectors.
- Some community discussions reflect skepticism about the long-term performance of small-cap funds amid economic uncertainty.
- Recent performance comparisons to larger funds show a lag, raising questions about the fund's competitiveness.
- The potential for rising interest rates may deter risk-averse investors from smaller equity funds, impacting overall demand.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FTHSX Latest News
No recent news available for FTHSX.
FTHSX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FTHSX.
Price Targets
Wall Street price target analysis for FTHSX.
FTHSX MoonshotScore
What does this score mean?
The MoonshotScore rates FTHSX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Fuller & Thaler Behavioral Small-Cap Equity Fund Financial Services Stock: Key Questions Answered
What does the AI Score mean for FTHSX?
FTHSX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) invests in U.S.-based small-cap companies, utilizing behavioral finance principles. The fund aims to capitalize on market inefficiencies …
What does Fuller & Thaler Behavioral Small-Cap Equity Fund do?
Fuller & Thaler Behavioral Small-Cap Equity Fund is an investment fund focused on generating returns by investing in small-capitalization companies within the United States. What sets FTHSX apart is its application of behavioral finance principles.
What do analysts say about FTHSX stock?
As a mutual fund, FTHSX does not have individual stock analyst ratings in the traditional sense. However, analysts who cover the asset management industry may comment on the fund's strategy, performance, and overall attractiveness relative to its peers. Key metrics to consider include the fund's expense ratio, historical returns, risk-adjusted performance, and consistency in applying its behavioral finance investment approach.
What are the main risks for FTHSX?
The primary risks associated with FTHSX include market risk, small-cap risk, and model risk. Market risk refers to the potential for the overall stock market to decline, which could negatively impact the fund's performance. Small-cap risk stems from the fact that small-cap companies are generally more volatile and susceptible to economic downturns than larger companies.
How does Fuller & Thaler Behavioral Small-Cap Equity Fund make money in financial services?
Fuller & Thaler Behavioral Small-Cap Equity Fund generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's average daily net assets (AUM). The higher the AUM, the more revenue the fund generates. The fund's profitability is therefore directly tied to its ability to attract and retain investor capital.
How sensitive is FTHSX to interest rate changes?
As an equity fund investing in small-cap companies, FTHSX is indirectly sensitive to interest rate changes. Rising interest rates can negatively impact the overall economy and corporate profitability, which could lead to lower stock prices. Small-cap companies are often more vulnerable to interest rate hikes than larger companies due to their smaller size and potentially higher debt levels.
What are the key factors to evaluate for FTHSX?
Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does FTHSX data refresh on this page?
FTHSX's price was last updated on Jul 27, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven FTHSX's recent stock price performance?
Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Unique investment strategy based on behavioral finance. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending may provide further insights.
- The fund's performance is subject to market risk and the accuracy of its behavioral finance models.