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Motley Fool Independence (FOOLX)

17.52 Up 0.26(1.51%) Feb 12

Profile as of Jan 30, 2016Get Profile for:
Motley Fool Independence
MOTLEY FOOL FUNDS TRUST2000 Duke Street,Suite 175Alexandria, VA 22314
Phone: 888-863-8803
Fund Overview 
Category:World Stock
Fund Family:Motley Fool
Net Assets:355.44M
Year-to-Date Return:-7.10%
Morningstar Rating:4 stars
Fund Inception Date:Jun 16, 2009
Morningstar Style Box 
World Stock
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Management Information 
William H. Mann III
Lead Manager since Jun 16, 2009
Mann serves as portfolio manager for the Fund. He served as the senior investing analyst for The Motley Fool from 2001 to 2008. Before coming to the Adviser, Mr. Mann served as co-advisor for the Motley Fool Hidden Gems and Hidden Gems Pay Dirt small-cap investment newsletters and was the founding advisor for the Motley Fool Global Gains international-stock newsletter. In 2007 and 2008, Mr. Mann served on the Advisory Committee on Improvements to Financial Reporting, a special committee empanelled by the Securities and Exchange Commission (the “SEC”) to examine the financial reporting system and reduce complexity. Mr. Mann’s expertise in issues of corporate governance led the U.S. Senate Committee on Commerce, Science, & Transportation to ask him to testify as an expert witness at a 2001 hearing on the collapse of Enron. Mr. Mann is a sought-after public speaker and has frequently appeared on CNBC, Bloomberg, Fox News Channel, CNN, BBC, CBS, and numerous business radio programs. Before joining The Motley Fool in 1999, Mr. Mann was a co-founder of Denwa Communications, a specialty international telecommunications carrier, focusing on project development in Asia; particularly, China, India, Pakistan, and Indonesia. Mr. Mann has also worked at the Japan Electric Power Information Center as a research analyst for corporate best practices and regulatory issues. Mr. Mann holds a bachelor’s degree in international service from American University and is a graduate of Phillips Academy.
Investment Information 
Min Initial Investment:500
Min Initial Investment, IRA:500
Min Initial Investment, AIP:500
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:50
FOOLX can be purchased from 45 brokerages.

Fund Summary 
The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies and common stocks and depositary receipts of companies. Under normal market circumstances, it seeks to stay fully invested and does not attempt to time the market. Because of the fund's value focus, it is expected that investments in the securities of U.S. companies having smaller market capitalizations and the securities in foreign companies, including companies organized under the laws of emerging market countries, will be important components of the Independence fund's investment program.

Fund Operations 
Last Dividend (Dec 28, 2015) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Feb 10, 2016) : 21.00%
Average for Category:46.86%
Fees & Expenses 
ExpenseFOOLXCategory Avg
Annual Report Expense Ratio (net):1.15%1.29%
Prospectus Net Expense Ratio:1.15%N/A
Prospectus Gross Expense Ratio:1.17%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.16%
Max Deferred Sales Load: N/A1.97%
3 Yr Expense Projection*:370636
5 Yr Expense Projection*:6421,032
10 Yr Expense Projection*:1,4192,109
* Per $10,000 invested