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Upturn AI SWOT - About
Motley Fool Next Index ETF (TMFX)
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Upturn Advisory Summary
10/24/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 21.72% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 15.60 - 21.12 | Updated Date 06/29/2025 |
52 Weeks Range 15.60 - 21.12 | Updated Date 06/29/2025 |
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 focuses on identifying companies with the potential to outperform the market over the long term, based on The Motley Fool's investment methodology, focusing on growth stocks.
Reputation and Reliability
The Motley Fool is a well-known financial media company with a strong reputation for providing investment advice and research. They are relatively new to the ETF market, so the track record for this specific ETF is limited.
Management Expertise
The ETF's management benefits from the investment expertise of The Motley Fool's analysts and portfolio managers.
Investment Objective
Goal
To track the performance of the Motley Fool Next Index, which is composed of companies identified by The Motley Fool as having the potential for long-term growth.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Motley Fool Next Index, a rules-based index selecting companies with strong growth potential.
Composition The ETF holds primarily growth stocks across various sectors, selected based on The Motley Fool's investment criteria. The selection process emphasizes long-term investment.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 14680000
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Renaissance IPO ETF (IPO)
- SPDR S&P 500 ETF Trust (SPY)
Competitive Landscape
The ETF market is highly competitive, with many funds offering exposure to growth stocks. TMFX differentiates itself by using The Motley Fool's specific stock selection methodology. Advantages include the potential for superior stock picking; disadvantages include a potentially higher expense ratio and concentrated portfolio.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume fluctuates based on market conditions and investor interest.
Bid-Ask Spread
The bid-ask spread varies but should be monitored for trading efficiency.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and investor sentiment all affect the performance of TMFX. Favorable market conditions for growth stocks are beneficial.
Growth Trajectory
The growth trajectory of TMFX depends on the performance of its underlying holdings and the overall market environment. Changes to strategy and holdings are determined by The Motley Fool's investment methodology.
Moat and Competitive Advantages
Competitive Edge
TMFX's competitive edge lies in its unique stock selection process based on The Motley Fool's proprietary research and investment philosophy. This aims to identify companies with sustainable competitive advantages and long-term growth potential. The ETF offers exposure to a concentrated portfolio of high-conviction stocks, potentially leading to higher returns. The brand recognition of The Motley Fool may attract investors.
Risk Analysis
Volatility
TMFX, investing in growth stocks, may exhibit higher volatility compared to broad market ETFs.
Market Risk
The performance of TMFX is subject to market risk, particularly the risk associated with growth stocks and the sectors in which it invests.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term investment horizon, seeking growth potential, and comfortable with higher volatility.
Market Risk
TMFX is suitable for long-term investors seeking exposure to a concentrated portfolio of growth stocks. It's less suitable for risk-averse investors or those seeking immediate returns.
Summary
The Motley Fool Next Index ETF (TMFX) is a growth-focused ETF that tracks The Motley Fool Next Index, investing in companies identified by The Motley Fool as having significant growth potential. Its unique stock selection process offers a differentiated approach to growth investing. Investors should be aware of the potential for higher volatility. It's suited for long-term investors comfortable with risk seeking capital appreciation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- The Motley Fool
- etf.com
- Morningstar
Disclaimers:
Investment involves risk, including the potential loss of principal. Past performance is not indicative of future results. This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.