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Motley Fool Independence Investor (FOOLX)


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Motley Fool Independence Investor

MOTLEY FOOL FUNDS TRUST2000 Duke Street,Suite 175Alexandria, VA 22314
888-863-8803
Management Information
Anthony L. Arsta,Lead Manager since December 30, 2009
Tony Arsta, Portfolio Manager, is a senior analyst for equity research at Motley Fool Asset Management, LLC . He has served as research analyst for the Motley Funds. Mr. Arsta complements his value-investing focus with applications of statistical analysis and investor psychology. After joining The Motley Fool in 2008, he contributed his writing and analysis to Motley Fool Million Dollar Portfolio, as well as several other Foolish newsletter services. Mr. Arsta earned his M.B.A. with distinction from DePaul University, with a concentration in finance, and also holds a B.S. in computer science from the University of Wisconsin, Madison.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large Stock
Fund FamilyMotley Fool
Net Assets390.92M
YTD Return18.52%
Yield0.17%
Morningstar Rating★★★
Inception DateJun 15, 2009

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover26.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFOOLXCategory Average
Annual Report Expense Ratio (net)1.14%1.21%
Prospectus Net Expense Ratio1.14%N/A
Prospectus Gross Expense Ratio1.14%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.75%
3 Yr Expense Projection362N/A
5 Yr Expense Projection628N/A
10 Yr Expense Projection1,386N/A