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 Dow Up 0.17% Nasdaq Up 0.44%

Motley Fool Independence (FOOLX)

20.58 Up 0.01(0.05%) Jul 11
Prev Close:20.57
YTD Return*:7.07%
Net Assets*:398.08M
Yield*:0.22%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for FOOLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Bny Mellon Cash Reserve Eod Fund3.757.08
BRK.A3.259.99
BLX.BO2.8342.48
HDB2.7313.20
MKL.MI2.71-18.63

Fund Basics

Morningstar Overall Rating:
Total Assets:398.08M
Category:World Stock
Annual Report Expense Ratio (net):1.36%

Performance & Risk

YTD Return:7.07%
5y Avg Return:16.79%
Rank in Category (ytd):23
% Rank in Category (ytd):1.96%
Beta (3y):0.66
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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