Key stats
About Motley Fool Small-Cap Growth ETF
Expense ratio
0.85%
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Inception date
Oct 23, 2018
TMFS follows a bottom-up, actively-managed style-box strategy. Using the Russell 2000 as a guide for stock selection (but not as a performance benchmark), the funds manager looks for companies with strong market positions, manageable leverage, and robust free cash flow. The research process considers management, culture, and incentives, economics of the business, competitive advantage, and durability of competitive advantage. The fund is fully invested at all times and does not try to time the market. MFMS general holds at least 30 securities, and exposure to any one industry is capped at 25%.
Classification
What's in the fund
Exposure type
Technology Services
Health Technology
Finance
Electronic Technology
Stock breakdown by region