FOOLX Mutual Fund

NAV$30.93

Fund Essentials

Net Assets
$459M
Expense Ratio
-
Dividend Yield (Current)
2.44%
Holdings
49
Inception Date
Jun 16, 2009
Fund Family
Motley Fool Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.69%
1 Year+9.98%
3 Year+20.52%
5 Year+18.85%
10 Year+13.50%

Asset Allocation

Stocks: 98.62%
Cash: 1.38%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.44%
Frequency
Annually
Latest Distribution
$2.56
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how FOOLX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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FOOLX Mutual Fund Overview

FOOLX Mutual Fund (MFAM Global Opportunities Fund Investor Class) is managed by Motley Fool Asset Management with $458.7M in net assets. holding 49 positions across various sectors. Inception date: 2009-06-16.

FOOLX performance shows a YTD return of 5.69%. The 1-year return is 9.98% and the 5-year return is 18.85%. FOOLX dividend yield stands at 2.44%, paid annually.

FOOLX top holdings include a diversified portfolio. View all FOOLX holdings, sector breakdown, or dividend history.

FOOLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FOOLX alternatives are available via the screener, along with tax-loss harvesting opportunities.