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    Motley Fool Independence (FOOLX)

    20.50 Down 0.04(0.19%) Jan 27
    Prev Close:20.50
    YTD Return*:7.27%
    Net Assets*:414.38M
    Yield*:0.54%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for FOOLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BLX3.320.10
    HDB.BO3.202.42
    BRK.A3.17-1.06
    BIDU2.95-2.15
    MKL2.68-0.26

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:414.38M
    Category:World Stock
    Annual Report Expense Ratio (net):1.26%

    Performance & Risk

    YTD Return:7.27%
    5y Avg Return:11.55%
    Rank in Category (ytd):12
    % Rank in Category (ytd):1.04%
    Beta (3y):0.65
    Morningstar Risk Rating:2

    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. View More
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