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Motley Fool Next ETF TMFX

Medalist Rating as of | See Motley Fool Investment Hub

Morningstar’s Analysis TMFX

Will TMFX outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Neither people nor process stand out at Motley Fool Next 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 least expensive fee quintile among peers.

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Portfolio Holdings TMFX

  • Current Portfolio Date
  • Equity Holdings 196
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.64
762,544
Industrials
2.35
677,362
Technology
1.76
506,991
Financial Services
1.76
506,617
Technology
1.71
492,716
Technology
1.66
479,474
Technology
1.54
443,242
Consumer Defensive
1.53
441,299
Healthcare
1.52
438,224
Communication Services
1.48
427,908
Consumer Cyclical