Motley Fool Small-Cap Growth ETF

Frequently Asked Questions About MFMS

What does MFMS invest in?

The fund invests in a focused portfolio of the common stocks of high-quality companies organized in the United States that are engaged in a broad range of industries. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities issued by small capitalization companies. It is non-diversified.

What is the expense ratio of MFMS?

Motley Fool Small-Cap Growth ETF (MFMS) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MFMS?

Motley Fool Small-Cap Growth ETF (MFMS) manages $159.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MFMS actively managed or an index fund?

MFMS's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MFMS launched?

Motley Fool Small-Cap Growth ETF (MFMS) launched in October 2018 and is managed by the fund issuer.

How has MFMS performed?

MFMS's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.