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Motley Fool Independence

FOOLX
17.26
-0.23
-1.32%
2/11/2016
5 Years
  • Previous Close

    17.49

  • Net Assets

    324.45M

  • Yield

    0.01%

  • Front load

    None

  • Expenses

    1.15%

  • Category

    World Stock

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Motley Fool

Fund Style

Open

Fund Manager

William Mann III

Investment Style

Medium Growth

The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies and common stocks and depositary receipts of companies. Under normal market circumstances, it seeks to stay fully invested and does not attempt to time the market. Because of the fund's value focus, it is expected that investments in the securities of U.S. companies having smaller market capitalizations and the securities in foreign companies, including companies organized under the laws of emerging market countries, will be important components of the Independence fund's investment program.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP 500

Inception

6/16/2009

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