Core Insights - Motley Fool Asset Management has launched three new factor ETFs, bringing its total to nine ETFs with over $2.5 billion in assets [1] - The new ETFs, namely the Motley Fool Innovative Growth ETF (MFIG), Motley Fool Value Factor ETF (MFVL), and Motley Fool Momentum Factor ETF (MFMO), utilize proprietary data from over 30 years of investment research [1] - The flagship fund, Motley Fool 100 Index ETF (TMFC), has outperformed the S&P 500 by approximately 230 basis points annually since its launch in 2018, enhancing the firm's credibility in expanding its offerings [1] ETF Launch and Strategy - Despite 90% of new ETFs launched in 2025 being active, Motley Fool opted for systematic index-based strategies for its new funds [1] - The firm emphasizes high-quality companies for long-term holding, redefining traditional value investing to focus on specific return and volatility profiles rather than just statistical definitions [1] Market Trends and Insights - Investors are increasingly looking to reduce exposure to top-heavy names, particularly the Magnificent Seven, as large-cap valuations reach peak levels [1] - Small-cap stocks have shown strong momentum, with the Russell 2000 index gaining 22% over the past six months compared to a 10% increase in the S&P 500 [1] - Acuitas Investments has launched the Acuitas Small Cap Active ETF (AIMS), targeting retail investors with a multi-manager fund that leverages 15 years of institutional expertise in small- and micro-cap investing [1]

Core Insights - Motley Fool Asset Management has launched three new ETFs, marking the first additions to its lineup in nearly four years, with plans to expand to a total of 15 new ETFs [4]. Group 1: New ETF Launch - The newly launched ETFs are passively managed single-factor funds that track indexes based on Motley Fool's evidence-based investing principles [1][2]. - Each ETF has an expense ratio of 0.50% and aims to provide a disciplined framework for accessing investment factors such as value, momentum, and innovation [1][2]. Group 2: ETF Details - The three ETFs are the Motley Fool Innovative Growth Factor ETF (MFIG), Motley Fool Value Factor ETF (MFVL), and Motley Fool Momentum Factor ETF (MFMO) [7]. - MFIG focuses on gross profit growth, innovation, and growth potential, while MFVL aims to avoid value traps using adjusted book-to-price and total shareholder yield metrics [3]. - MFMO evaluates companies based on composite price momentum and adjusted price-to-low ratio, with each fund targeting 150 holdings [3]. Group 3: Company Background - Prior to the new launches, Motley Fool Asset Management managed six ETFs with over $2.5 billion in total assets, including its largest ETF, the Motley Fool 100 Index ETF (TMFC), which has $1.9 billion in assets [4].

Core Insights - The Motley Fool 100 Index ETF (TMFC) is a passively managed ETF launched on January 30, 2018, with assets exceeding $1.59 billion, targeting the Large Cap Growth segment of the US equity market [1][10]. Group 1: Large Cap Growth Overview - Large cap companies typically have a market capitalization above $10 billion, offering stability and more reliable cash flows compared to mid and small cap companies [2]. - Growth stocks are characterized by higher sales and earnings growth rates, but they also come with higher valuations and volatility [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.5% and a 12-month trailing dividend yield of 0.36% [4]. - TMFC has achieved a return of approximately 11.14% year-to-date and 29.34% over the past year, with a trading range between $49.85 and $66.92 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Information Technology sector, comprising about 42.9% of the portfolio, followed by Telecom and Consumer Discretionary [5]. - Nvidia Corp (NVDA) represents about 10.18% of total assets, with the top 10 holdings accounting for approximately 59.27% of total assets under management [6]. Group 4: Index and Risk - TMFC aims to replicate the performance of the Motley Fool 100 Index, which includes the 100 largest US companies by market cap, reconstituted quarterly [7]. - The ETF has a beta of 1.13 and a standard deviation of 19.92% over the trailing three-year period, indicating effective diversification with about 104 holdings [8]. Group 5: Alternatives - Other ETFs in the same space include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $184.51 billion in assets and an expense ratio of 0.04%, while QQQ has $363.71 billion and charges 0.2% [11]. Group 6: Bottom-Line - Passively managed ETFs like TMFC are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [12].