Nasdaq - Delayed Quote USD

MFAM Global Opportunities Fund Investor Class (FOOLX)

30.93 -0.47 (-1.48%)
At close: January 6 at 8:01 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return 8.81%
5y Average Return 9.27%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 35.89%
Worst 1Y Total Return (Feb 4, 2019) -3.93%
Best 3Y Total Return 35.89%
Worst 3Y Total Return 2.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FOOLX
Category
YTD
4.17%
9.95%
1-Month
-8.21%
2.98%
3-Month
-10.61%
8.22%
1-Year
8.11%
40.81%
3-Year
19.42%
19.17%
5-Year
15.22%
18.49%
10-Year
13.42%
11.83%
Last Bull Market
18.04%
21.12%
Last Bear Market
-16.13%
-20.34%

Annual Total Return (%) History

Year
FOOLX
Category
2021
--
--
2020
35.89%
32.67%
2019
31.15%
30.40%
2018
-3.93%
-7.79%
2017
30.37%
30.22%
2016
2.77%
2.42%
2015
-1.58%
1.26%
2014
7.27%
2.65%

2013
23.91%
26.44%
2012
13.15%
18.01%
2011
-3.34%
-6.80%
2010
18.80%
15.68%
2009
--
39.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 -0.47% -- -- --
2020 -17.19% 28.71% 7.88% 18.19%
2019 17.67% 6.94% -3.20% 7.67%
2018 7.35% -1.07% 6.59% -15.14%
2017 8.32% 9.22% 3.16% 6.82%
2016 -0.65% 0.30% 5.51% -2.24%
2015 2.28% 2.57% -9.44% 3.60%
2014 0.68% 6.35% -0.68% 0.88%
2013 6.87% 2.86% 7.47% 4.88%
2012 10.66% -3.88% 4.84% 1.46%

2011 4.80% -0.85% -13.47% 7.51%
2010 3.52% -9.82% 17.07% 8.70%
2009 17.82% 6.99% -- --

Rank in Category (By Total Return)

YTD 82
1-Month 91
3-Month 86
1-Year 84
3-Year 50
5-Year 37

Load Adjusted Returns

1-Year 9.98%
3-Year 20.61%
5-Year 18.90%
10-Year 13.54%

Performance & Risk

YTD Return 8.81%
5y Average Return 9.27%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Motley Fool
Net Assets 637.41M
YTD Return 4.17%
Yield 0.00%
Morningstar Rating
Inception Date Jun 16, 2009

Fund Summary

The fund pursues its investment objective by using a quality growth investing style. It invests in a focused portfolio of the common stocks of high-quality U.S. companies and the common stocks and depositary receipts of high-quality companies that are organized under the laws of other countries around the world. The adviser seeks to stay fully invested and does not attempt to time the market.

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