FOOLX Mutual Fund

FOOLX Mutual Fund

NAV$30.93
See how much of FOOLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

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%
See how much of FOOLX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
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

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. Go to all FOOLX holdings, FOOLX sectors, or FOOLX dividends.

FOOLX can be compared against other funds. Use FOOLX overlap to find shared positions, or FOOLX vs another fund for a side-by-side view. FOOLX alternatives are available via the screener, along with tax-loss harvesting opportunities.