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Upturn AI SWOT - About
Motley Fool Next Index ETF (TMFX)
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Upturn Advisory Summary
08/14/2025: TMFX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 19.22% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 track the performance of The Motley Fool Next Index, comprised of companies identified as having high growth potential. It focuses on innovative companies across various sectors with strong fundamentals and sustainable competitive advantages, aiming for long-term capital appreciation.
Reputation and Reliability
The Motley Fool Asset Management is known for its focus on long-term, fundamentally driven investing. Their reputation is tied to the broader Motley Fool brand, known for investment advice and education.
Management Expertise
The management team leverages the Motley Fool's research capabilities and investment philosophy to select and manage the ETF's holdings.
Investment Objective
Goal
To track the performance of The Motley Fool Next Index before fees and expenses.
Investment Approach and Strategy
Strategy: TMFX tracks The Motley Fool Next Index, which is rules-based and seeks to identify companies with the potential for significant growth.
Composition The ETF primarily holds stocks of U.S. companies across various sectors believed to have high growth potential. Holdings are periodically rebalanced and reconstituted.
Market Position
Market Share: Data not readily available; TMFX is a relatively niche ETF.
Total Net Assets (AUM): 67564500.0
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Renaissance IPO ETF (IPO)
- Global X Disruptive Technologies ETF (DTEC)
Competitive Landscape
The competitive landscape includes many growth-focused ETFs. TMFX differentiates itself by using The Motley Fool's proprietary index and stock-picking methodology. A potential disadvantage might be its smaller AUM compared to larger, more established ETFs.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to The Motley Fool Next Index and relevant growth benchmarks.
Expense Ratio: 0.50
Liquidity
Average Trading Volume
Average trading volume data should be obtained from financial data providers to assess the ETF's liquidity.
Bid-Ask Spread
Bid-ask spread data should be obtained from financial data providers to understand the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological innovation, and investor sentiment toward growth stocks can all influence the ETF's performance.
Growth Trajectory
Growth depends on the performance of the underlying companies in the index and investor appetite for growth-oriented investments.
Moat and Competitive Advantages
Competitive Edge
TMFX's competitive edge lies in its use of The Motley Fool's research and stock-picking methodology, which aims to identify companies with strong growth potential. The brand recognition of The Motley Fool may also attract investors. The ETF targets innovative companies across various sectors. The selection process leverages a fundamentally driven approach.
Risk Analysis
Volatility
Volatility should be assessed based on historical price fluctuations and compared to relevant benchmarks.
Market Risk
The ETF is subject to market risk, particularly related to growth stocks, which can be more volatile than value stocks. Specific risks are associated with the performance of the companies held in the index.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks long-term capital appreciation, is comfortable with higher volatility, and believes in the growth potential of innovative companies.
Market Risk
TMFX is best suited for long-term investors with a higher risk tolerance who are looking to invest in growth stocks. Not well suited for active traders seeking short-term gains.
Summary
The Motley Fool Next Index ETF (TMFX) provides exposure to a basket of high-growth companies selected by The Motley Fool's research team. It is designed for investors with a long-term horizon and a higher risk tolerance. It aims to outperform traditional growth indices by leveraging a unique stock selection methodology. Investors should carefully consider the ETF's expense ratio and potential volatility before investing. Overall, TMFX offers a differentiated approach to growth investing, but its relative youth and smaller size should be taken into account.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- The Motley Fool Asset Management Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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.