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Morningstar

Motley Fool Capital Efficiency 100 ETF TMFE

Morningstar Medalist Rating
Medalist Rating as of | See Motley Fool 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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Neither people nor process stand out at Motley Fool Capital Efficiency 100 ETF, but it gets just enough right to help this strategy retain its Morningstar Medalist Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TMFE

More TMFE Holdings
  • Current Portfolio Date May 26, 2023
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 50.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

6.00
1,234,732
Communication Services

Alphabet Inc Class C

5.57
1,146,305
Communication Services

Amazon.com Inc

5.57
1,145,129
Consumer Cyclical

Microsoft Corp

5.54
1,139,482
Technology

Apple Inc

5.05
1,038,370
Technology

Mastercard Inc Class A

4.85
997,322
Financial Services

Visa Inc Class A

4.66
959,668
Financial Services

UnitedHealth Group Inc

4.56
938,964
Healthcare

Johnson & Johnson

4.54
933,046
Healthcare

The Home Depot Inc

4.47
920,072
Consumer Cyclical