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Upturn AI SWOT - About
Motley Fool Next Index ETF (TMFX)
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Upturn Advisory Summary
04/01/2025: TMFX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 15.13% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 10913 | Beta 1.18 | 52 Weeks Range 16.09 - 21.12 | Updated Date 04/2/2025 |
52 Weeks Range 16.09 - 21.12 | Updated Date 04/2/2025 |
Upturn AI SWOT
Motley Fool Next Index ETF
ETF Overview
Overview
The Motley Fool Next Index ETF (TMFX) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Motley Fool Next Index. The index is designed to track the performance of companies that the index provider believes have the potential for significant future growth.
Reputation and Reliability
The Motley Fool Asset Management is a relative newcomer to the ETF market but leverages the well-known Motley Fool brand and investment philosophy.
Management Expertise
The management team combines Motley Fool's stock-picking expertise with experienced ETF professionals.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Motley Fool Next Index.
Investment Approach and Strategy
Strategy: TMFX tracks a specific index designed by The Motley Fool.
Composition The ETF primarily holds stocks of companies believed to have high growth potential across various sectors.
Market Position
Market Share: TMFX's market share within the broad growth ETF category is relatively small.
Total Net Assets (AUM): 27883170
Competitors
Key Competitors
- IWF
- VUG
- SCHG
Competitive Landscape
The growth ETF market is highly competitive, dominated by large, established ETFs like IWF, VUG, and SCHG. TMFX differentiates itself through the Motley Fool's unique stock-picking methodology. However, it faces challenges in attracting significant AUM due to its higher expense ratio and relatively short track record compared to its competitors. TMFX competes by focusing on identifying companies with significant future growth potential and is targeting investors looking for something different than standard index fund approach.
Financial Performance
Historical Performance: Historical financial performance should be verified on relevant portals such as Yahoo Finance and Google Finance.
Benchmark Comparison: Benchmark comparison requires real-time data. Compare with the holdings of the Motley Fool Next Index.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume varies but may be lower compared to larger, more established ETFs.
Bid-Ask Spread
Bid-ask spread can fluctuate depending on trading volume and market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks influence TMFX's performance.
Growth Trajectory
The ETF's growth trajectory depends on the success of the Motley Fool's stock-picking strategy and its ability to attract investor capital.
Moat and Competitive Advantages
Competitive Edge
TMFX benefits from the strong brand recognition of The Motley Fool and its established reputation for identifying promising growth stocks. Its distinct stock-picking methodology, which focuses on long-term growth potential, differentiates it from passively managed growth ETFs. The ETF provides exposure to a portfolio of companies selected by The Motley Fool's analysts. Its focus on identifying overlooked or underappreciated growth opportunities could lead to outperformance relative to broader growth indexes.
Risk Analysis
Volatility
Volatility can be high due to the focus on growth stocks, which tend to be more sensitive to market fluctuations.
Market Risk
Specific risks include concentration risk (if the index has a limited number of holdings) and the risk that the Motley Fool's stock-picking strategy may not be successful.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking long-term capital appreciation and are comfortable with a higher level of risk.
Market Risk
TMFX may be suitable for long-term investors seeking growth exposure and willing to accept higher volatility.
Summary
Motley Fool Next Index ETF (TMFX) offers investors exposure to a portfolio of growth stocks selected by The Motley Fool's analysts. It distinguishes itself through its unique stock-picking methodology and brand recognition. The ETF's higher expense ratio and potentially higher volatility may make it more suitable for investors with a long-term investment horizon and a tolerance for risk. The potential for outperformance, driven by the Motley Fool's growth stock focus, could appeal to investors looking beyond broad market index funds.
Similar Companies
- ARKG
- ARKK
- XTGW
- QQQ
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- The Motley Fool Asset Management website
- Yahoo Finance
- Google Finance
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Motley Fool Next Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index was established by TMF in 2021 and is a proprietary, rules-based index designed to track the performance of mid- and small-capitalization U.S. companies that have been recommended by TMF"s analysts and newsletters. Under normal circumstances, at least 80% of the fund"s total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. It is non-diversified.
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