FTHFX - Fuller & Thaler Behavioral Small-Cap Equity Fund R6 Shares

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Fuller & Thaler Behavioral Small-Cap Equity Fund R6 Shares

Capitol Series Trust

2960 North Meridian St., Suite 300

Indianapolis IN 46208

888-912-4562
Management Information
Raife J. Giovinazzo,Lead Manager since February 27, 2013
Dr. Giovinazzo is responsible for managing the Behavioral Small-Cap Equity Strategy at Fuller & Thaler and for researching strategies using market insights and behavioral finance in order to enhance the investment processes at the firm. Prior to joining Fuller & Thaler, Dr. Giovinazzo was a co-portfolio manager and a research analyst with Blackrock's Active Equity group. His over 15 years of investment industry experience also includes investment and consulting work with Wellington Management, Marsh & McLennan, and Mercer Management Consulting. Dr. Giovinazzo received his BA in sociology from Princeton where he wrote his senior thesis under Dr. Daniel Kahneman (Nobel Laureate). He received his MBA in analytic finance, economics, and statistics, as well as a PhD in finance under Dr. Richard Thaler at the University of Chicago. He is a CFA charterholder and a member of the CFA Society of San Francisco. Mr. Giovinazzo is an owner of the firm.
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Morningstar Category
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Fund Overview

CategorySmall Blend
Fund FamilyFuller & Thaler
Net Assets1.8B
YTD Return17.12%
Yield0.54%
Morningstar Rating★★★★★
Inception DateSep 7, 2011

Fund Operations

Last Dividend0.14
Last Cap Gain0.00
Holdings Turnover35.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFTHFXCategory Average
Annual Report Expense Ratio (net)0.75%1.14%
Prospectus Net Expense Ratio0.75%N/A
Prospectus Gross Expense Ratio0.75%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.25%
Max Deferred Sales LoadN/A1.25%
3 Yr Expense Projection240N/A
5 Yr Expense Projection417N/A
10 Yr Expense Projection930N/A