Motley Fool Mid-Cap Growth Fund (TMFM)
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TMFM Chart
TMFM: A Suboptimal Growth Play With Soft Performance, High Fee
TMFM is an actively managed ETF focused on high-quality growth names in the mid-cap echelon. Despite the alluring proposition, TMFM has underperformed IWP, IVV, and IWV since its conversion to an ETF in 2021. The growth characteristics of its concentrated, top-heavy portfolio are slightly weaker than those of IWP, and so are its quality metrics.
TMFM: An Underperforming Active Stock Picking Fund
TMFM, Motley Fool Mid-Cap Growth ETF, has underperformed its benchmark by 3-5% annually over various time horizons. Despite its high Active Share, TMFM shows a high correlation with the iShares Russell Mid-Cap Growth ETF, questioning its diversification benefits. The fund's stock-picking strategy, focusing on quality-growth, lacks systematic and repeatable success, with many subjective qualitative assessments.
TMFM: Outperforming Its Peers In 2024, Yet Uncompelling
Motley Fool Mid-Cap Growth ETF has a portfolio of 31 mid-cap stocks with growth characteristics and a focus on industrials. The TMFM ETF was launched in 2014 as a mutual fund, and listed as an ETF in December 2021. TMFM has outperformed a small-cap benchmark and its competitors in 2024.
Motley Fool Mid-Cap Growth Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Dominic Corabi Wedmont Private Capital | 12,570 | $369,180.9 | $278,614.05 | -$90,566.85 | -24.53% |
 Christopher C. Powers Farther Finance Advisors, LLC | 422 | $9,892 | $9,174.28 | -$717.72 | -7.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 481 | $12,607 | $10,630.1 | -$1,976.9 | -15.68% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 184 | $4,317 | $4,013.04 | -$303.96 | -7.04% |
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Motley Fool Mid-Cap Growth Fund Profile
| BATS Exchange | US Country |
Overview
The fund operates as an actively-managed exchange-traded fund (ETF) that aims to achieve its investment objective through a quality growth investing approach. It targets the common stocks of high-quality companies based in the United States that participate across a wide array of industries. The fund is designed for investors seeking to invest in U.S. companies with mid-market capitalizations, demonstrating a commitment to investing in a focused portfolio that meets stringent criteria for quality and growth potential. Under normal market conditions, the fund dedicates at least 80% of its net assets, along with any borrowings intended for investment purposes, toward securities issued by these U.S. companies, emphasizing its strong focus on the mid-market segment.
Products and Services
- Actively-Managed ETF
- Quality Growth Investing Style
- Mid-Market U.S. Companies
This product is a core offering from the fund, emphasizing active management strategies to capitalize on the growth potential of high-quality U.S. companies. By actively managing its portfolio, the ETF aims to adapt to market changes and select stocks that offer the most promising return prospects, differentiating it from passively managed funds that simply track a market index.
The ETF incorporates a quality growth investing style, seeking to invest in companies that not only demonstrate solid growth potential but also possess strong financial health and stability. This approach involves thorough analysis and selection of stocks representing companies with robust earnings growth, manageable debt levels, and sustainable competitive advantages, aiming to deliver long-term capital appreciation to investors.
Targeting mid-market capitalization companies in the United States, the fund focuses on a segment that is often overlooked by large-cap-focused investors. Mid-market companies, typically characterized by their market capitalizations, offer a balance between the rapid growth potential of small-cap stocks and the stability of large-cap stocks. Investing in this segment allows the fund to capture unique growth opportunities while maintaining a level of risk mitigation.
