Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% -0.05% 72.89M 7919.87
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.78% 40.00% -17.11M Upgrade

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
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
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
38.29%
58.55%
-2.42%
-33.15%
25.40%
15.41%
-0.49%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
--
--
--
--
-30.98%
18.76%
22.19%
18.05%
--
--
--
--
--
--
--
0.26%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.25%
Stock 98.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
View Asset Allocation
Start Trial

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
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
Start Trial

Top Portfolio Holders