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Motley Fool Independence Investor

FOOLX
22.51
+0.04
+0.18%
4/28/2017
5 Years
  • Previous Close

    22.47

  • Net Assets

    324.34M

  • Yield

    0.17%

  • Front load

    None

  • Expenses

    1.14%

  • Category

    World Stock

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Motley Fool

Fund Style

Open

Fund Manager

William Barker

Investment Style

Large Growth

The investment seeks to achieve long-term capital appreciation. The fund pursues its investment objective by using a growth at a reasonable price investing style. It invests in a focused portfolio of the common stocks of high-quality U.S. companies and the common stocks and depositary receipts of high-quality companies that are organized under the laws of other countries around the world. Under normal market circumstances, the adviser seeks to stay fully invested and does not attempt to time the market.

Purchase Information

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

Inception

6/16/2009

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