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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% -0.09% 68.90M 5987.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.59% 40.00% -25.24M

Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. The Fund invests at least 80% of its net in equity securities issued by small capitalization companies. The Fund also invests in a focused portfolio of the common stocks of high-quality companies organized in the US that are engaged in a broad range of industries.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Growth Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-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

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

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
38.29%
58.55%
-2.42%
-33.15%
25.40%
15.41%
-1.59%
1.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
0.40%
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-30.98%
18.76%
22.19%
15.45%
6.54%
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6.94%
0.18%
9.15%
20.99%
19.22%
22.37%
-21.32%
17.12%
9.34%
5.27%
7.79%
As of February 20, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.34%
Stock 96.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. The Fund invests at least 80% of its net in equity securities issued by small capitalization companies. The Fund also invests in a focused portfolio of the common stocks of high-quality companies organized in the US that are engaged in a broad range of industries.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Growth Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-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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