Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% -0.03% 150.00M 12908.10
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.42% 33.00% -41.62M Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. The Fund pursues its investment objective by using a quality growth investing style. The Fund invests in a focused portfolio of the common stocks of high-quality companies organized in the United States that are engaged in a broad range of industries.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Motley Fool Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
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--
--
--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-27.36%
21.76%
17.71%
-8.62%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
-6.03%
34.87%
45.63%
12.58%
-28.31%
20.47%
11.99%
0.74%
--
--
--
--
-42.23%
16.81%
38.87%
14.28%
-6.45%
26.66%
34.90%
21.17%
-24.06%
19.07%
23.79%
18.34%
-11.75%
28.39%
61.98%
-4.06%
-7.00%
9.51%
30.40%
2.68%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.99%
Stock 99.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. The Fund pursues its investment objective by using a quality growth investing style. The Fund invests in a focused portfolio of the common stocks of high-quality companies organized in the United States that are engaged in a broad range of industries.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Motley Fool Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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