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Motley Fool Great America (TMFGX)

17.16 Up 0.05(0.29%) Apr 15
Get the big picture on all your investments.
Prev Close:17.11
YTD Return*:0.34%
Net Assets*:197.28M
Yield*:0.19%

* As of 31-Mar-14

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

Headlines

» More Headlines for TMFGX

Top Holdings

Symbol% AssetsYTD Return %
Bny Mellon Cash Reserve Eod Fund6.685.23
BRK.A2.4618.18
BABY2.422.69
MKL2.391.45
SBAC2.2217.62

Fund Basics

Morningstar Overall Rating:
Total Assets:197.28M
Category:Small Blend
Annual Report Expense Ratio (net):1.38%

Performance & Risk

YTD Return:0.34%
5y Avg Return:N/A
Rank in Category (ytd):85
% Rank in Category (ytd):11.47%
Beta (3y):1.01
Morningstar Risk Rating:1

Fund Summary

The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of companies organized in the United States that are engaged in a broad range of industries. It invests at least 80% of net assets in securities issued by United States companies. The fund limits its investments in large capitalization companies to no more than 25% of net assets. It generally invests in companies that have attractive balance sheets and high internal rates of return. The adviser believes that investors in the fund should have a long-term investment horizon of at least three years. View More
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