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See exactly how TMFS's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for TMFS and 80,000+ other tickers.
The fund invests in a focused portfolio of the common stocks of high-quality companies domiciled 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 with growth characteristics. It is non-diversified.
The Motley Fool Small-Cap Growth ETF is highly concentrated in four sectors and relies heavily on its top 10 holdings for performance. The Vanguard Small-Cap Growth Index Fund ETF offers broader diversification and lower fees but includes a significant portion of mid-cap stocks. Both ETFs have similar CAGRs, but TMFS shows slightly better risk/return ratios since its inception in 2018.
TMFS is an actively managed vehicle combining the power of quality and growth factors in a SMID portfolio. TMFS' current factor mix is heavy in growth, with especially robust 3-year FCF CAGR, and has healthy quality. TMFS proved itself capable of delivering stellar returns in supportive market environments, with the chief example being 2020.
Small-cap ETFs have been outperforming on optimism over Donald Trump's policies, which will likely result in faster economic growth.
Rate cuts are coming, it seems, with the U.S. economy slowing down precipitously in July. Market watchers are increasingly seeing a potential 50 basis point (bps) cut in September with potentially even more cuts after that.
Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34% of the net inflows in the first two months of 2024.