TMFG Motley Fool Global Opportunities ETF
What is TMFG?
TMFG is an actively-managed portfolio of global companies of any size with quality growth characteristics, selected based on qualitative and quantitative factors.
TMFG Factset Analytics Insight
TMFG seeks long-term capital appreciation by targeting growth stocks globally that have strong market positioning and free cash flow, manageable leverage, and attractive prices. The fund selects stocks regardless of size and industry to maintain a diversified and mixed portfolio that exhibits capital growth potential. The adviser considers a balance of qualitative and quantitative factors in selecting constituents and evaluates them based on four criteria: management, culture, and incentives, the economics of the business, competitive advantage, and trajectory. At least 30 companies will make up the portfolio, with the 10 largest positions occupying not more than 60% of the fund’s net assets. Since the fund may tilt heavily to certain sectors, it is vulnerable to development-related risks. TMFG was converted from the MFAM Global Opportunities Fund, an open-ended mutual fund, to an ETF with $677 million in assets, and launched beside its sibling fund TMFM, which focuses on US mid-caps.
TMFG Summary Data
TMFG Portfolio Data
TMFG Index Data
TMFG Portfolio Management
TMFG Tax Exposures
TMFG Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TMFG. TMFG is rated a 4 out of 5.
TMFG Sector/Industry Breakdown
TMFG Top 10 Holdings
TMFG Performance Statistics
TMFG Economic Development
TMFG Benchmark Comparison Summary
TMFG 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.