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.
Morningstar’s Analysis TMFX
Will TMFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 196
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 17.9