Motley Fool Asset Management Motley Fool 100 Index ETF TMFC surpasses 1 Billion in Assets Under Management

This rating is a testament to the fund’s ability to generate consistent returns while managing risk. The Morningstar Rating is a widely recognized and respected benchmark for evaluating investment performance.

The Fund’s Investment Strategy

TMFC is a large-cap growth index fund that tracks the Motley Fool 100 Index. The fund’s investment strategy is designed to provide investors with broad exposure to the US large-cap growth market. The Motley Fool 100 Index is a proprietary index that is designed to track the performance of the US large-cap growth market, as defined by the Motley Fool.

The Benefits of the Motley Fool 100 Index ETF

The Motley Fool 100 Index ETF provides investors with a unique blend of diversification and liquidity. By investing in the 100 largest and most liquid U.S. companies, investors can tap into the collective strength of the U.S. market while minimizing exposure to individual company risks. Key benefits of the Motley Fool 100 Index ETF include:

Diversification: By investing in 100 companies, investors can spread their risk across a wide range of sectors and industries. Liquidity: The Motley Fool 100 Index ETF offers high liquidity, making it easy to buy and sell shares. Low costs: The ETF has a low expense ratio, which means investors can keep more of their returns. ## How the Motley Fool 100 Index ETF Works*

How the Motley Fool 100 Index ETF Works

The Motley Fool 100 Index ETF is a pass-through ETF, meaning that it does not hold any physical assets. Instead, it tracks the performance of the Motley Fool 100 Index, which is a market-capitalization-weighted index of the 100 largest and most liquid U.S. companies. Key features of the Motley Fool 100 Index ETF include:

Market-capitalization-weighted: The index is weighted by market capitalization, which means that larger companies have a greater influence on the index.

The Market Price represents the Fund’s closing market price through September 30, 2024. The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher. The investment return and principal of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. For performance as of the most recent month end, please call 1-800-617-0004. About Motley Fool Asset Management The investment advisor for the Fund is Motley Fool Asset Management, LLC (“MFAM”). MFAM is a wholly owned subsidiary of Motley Fool Investment Management, LLC, whose parent company, The Motley Fool Holdings, Inc., is a multimedia financial-services holding company.

Here are some key points about MFAM’s ETFs:

Key Features of MFAM’s ETFs

Proprietary Strategies: MFAM’s ETFs employ unique, research-driven investment strategies that aim to capture specific market trends and opportunities. Low-Cost: MFAM’s ETFs are designed to be cost-effective, with expense ratios ranging from 06% to 15%. Tax Efficiency: MFAM’s ETFs are designed to minimize tax liabilities, making them attractive to investors seeking to optimize their after-tax returns. * Diversification: MFAM’s ETFs can be combined to create a well-diversified equity portfolio, or used individually to add layers of diversification to an existing portfolio.

stock market, and the Index is calculated and maintained by TMF’s research team.

The Motley Fool 100 Index: A Guide to the Top Stocks

What is the Motley Fool 100 Index? The Motley Fool 100 Index is a market-cap weighted index that tracks the performance of the top stocks recommended by The Motley Fool’s research team. The index is designed to provide investors with a comprehensive view of the market’s top performers, allowing them to make informed investment decisions. ### How is the Motley Fool 100 Index Calculated? The Motley Fool 100 Index is calculated using a market-cap weighted approach, which means that the weight of each stock in the index is determined by its market capitalization. This approach ensures that the largest companies in the market have a greater influence on the index’s performance. ### Key Characteristics of the Motley Fool 100 Index

Market-cap weighted: The index is calculated using a market-cap weighted approach, which means that the weight of each stock is determined by its market capitalization. Active buy recommendations: The index tracks the performance of the top stocks recommended by The Motley Fool’s research team. Highest-ranked stocks: The index also includes the highest-ranked stocks in Fool IQ, which provides a comprehensive view of the market’s top performers. * U.S. listed companies: Every company included in the index is incorporated and listed in the U.S. stock market.

Understanding MFAM Funds

MFAM funds are a type of investment vehicle that offers a unique approach to investing in the stock market. Each fund is designed to cater to specific investment objectives, risk tolerance, and market capitalization ranges. This diversity in approach allows MFAM funds to cater to a wide range of investors, from conservative to aggressive.

Key Characteristics of MFAM Funds

Non-diversified: MFAM funds are non-diversified, which means that they do not spread investments across a broad range of assets. This approach can result in higher returns, but also increases the risk of principal loss. Market Capitalization: Each MFAM fund invests in a specific market capitalization range, such as small-cap, mid-cap, or large-cap stocks. This allows investors to target specific market segments and potentially achieve their investment objectives. Qualifications: MFAM funds are designed to meet specific qualifications, such as tax efficiency or income generation. This focus on a particular investment objective enables investors to achieve their goals more effectively. ### Benefits of Investing in MFAM Funds**

Benefits of Investing in MFAM Funds

Diversified Portfolio: While MFAM funds are non-diversified, they can still provide a diversified portfolio by investing in a range of assets within a specific market capitalization range.

Morningstar Rating System Evaluates Fund Performance Based on Risk-Adjusted Return and Consistency.

Understanding the Morningstar Rating System

The Morningstar Rating system is designed to provide a comprehensive and unbiased assessment of a fund’s performance. It takes into account various factors, including the fund’s risk-adjusted return, which is calculated by comparing the fund’s monthly excess returns to a benchmark index. The rating system is based on a scale of one to five stars, with five stars indicating the highest level of performance.

Key Components of the Morningstar Rating System

Risk-Adjusted Return: This is the core component of the Morningstar Rating system. It measures the fund’s excess returns relative to its risk level. The higher the risk-adjusted return, the better the fund’s performance. Monthly Excess Returns: These are the returns that a fund generates above its benchmark index. The rating system takes into account the consistency and magnitude of these returns. Downward Variations: The rating system places more emphasis on downward variations, which can indicate a fund’s ability to withstand market downturns. * Consistent Performance: Consistent performance is rewarded in the rating system, as it indicates a fund’s ability to generate returns over time. ### How the Morningstar Rating System Works**

How the Morningstar Rating System Works

The Morningstar Rating system is calculated using a complex formula that takes into account the fund’s monthly excess returns, risk-adjusted return, and downward variations.

The Motley Fool 100 Index ETF has been rated as one of the top performers in its category, consistently ranking in the top 10% of its peer group.

The Motley Fool 100 Index ETF: A Top-Performing Large Growth Fund

The Motley Fool 100 Index ETF is a popular choice among investors seeking to tap into the growth potential of the large-cap stock market.