TMFEMotley Fool Capital Efficiency 100 Index ETF
TMFE Fund Description
TMFE seeks to track an index of 100 US stocks selected based on fundamental criteria of company growth, profitability, and stability. Weighting of holdings are determined by a combination of capital efficiency score and market-cap.
TMFE Factset Analytics Insight
TMFE is passively managed to track an index of US stocks that scored the highest based on their capital efficiency. The score is determined by measuring a company’s growth, profitability, and stability. The fund’s initial universe includes all US-domiciled companies that are either active recommendations of a newsletter published by The Motley Fool (TMF) or are among the 150 highest rated US companies in TMF’s analyst opinion database. From there, after passing through a liquidity screen, each stock is ranked based on their capital efficiency factor score, where the top 100 are selected for inclusion in the fund. Each company’s weighting within the fund is determined by multiplying their respective market-cap to their capital efficiency score, with a cap of 5% per company. Reconstitution and rebalancing are done on a quarterly basis.
TMFE Summary Data
TMFE Portfolio Data
TMFE Index Data
TMFE Portfolio Management
TMFE Tax Exposures
TMFE Fund Structure
TMFE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TMFE. TMFE is rated a 5 out of 5.
TMFE Sector/Industry Breakdown
TMFE Top 10 Holdings[View All]
TMFE Economic Development
TMFE Performance Statistics
TMFE Benchmark Comparison Summary
TMFE Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.