Skip to Content
Morningstar

Motley Fool Capital Efficiency 100 ETF TMFE

Morningstar Medalist Rating
Medalist Rating as of | See Motley Fool Asset Management Investment Hub

Morningstar’s Analysis TMFE

Will TMFE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TMFE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TMFE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TMFE’s parent organization’s priorities and whether they’re in line with investors’ interests.

Motley Fool Capital Efficiency 100 ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TMFE

More TMFE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

5.65 2.5 Mil
Healthcare

Apple Inc

4.96 2.2 Mil
Technology

Amazon.com Inc

4.83 2.1 Mil
Consumer Cyclical

The Home Depot Inc

4.78 2.1 Mil
Consumer Cyclical

Mastercard Inc Class A

4.74 2.1 Mil
Financial Services

Alphabet Inc Class C

4.68 2.0 Mil
Communication Services

Costco Wholesale Corp

4.64 2.0 Mil
Consumer Defensive

Visa Inc Class A

4.62 2.0 Mil
Financial Services

Microsoft Corp

4.61 2.0 Mil
Technology

Eli Lilly and Co

4.58 2.0 Mil
Healthcare