The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Four-Fund Shop Launches Two More Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, January 03, 2022

A Four-Fund Shop Launches Two More

Reported by Neil Anderson, Managing Editor

A four-fund firm recently rolled out two more funds after recently converting to an all-ETF lineup and refreshing the firm's brand. The team now offers three active ETFs and three passive ones.

Kelsey Mowrey
Motley Fool Asset Management, LLC
On Friday, Kelsey Mowrey, president of Motley Fool Asset Management, LLC [profile], unveiled the Alexandria, Virginia-based firm's two new, passive ETFs: the Motley Fool Capital Efficiency 100 ETF (TMFE on the NYSE Arca) and the Motley Fool Next Index ETF (TMFX on the NYSE Arca). The two new funds' inception date was last Wednesday, and, like Motley Fool Asset Management's other four fund funds, are now part of the RBB Fund series trust.

TMFE is designed to track the Motley Fool Capital Efficiency 100 Index from The Motley Fool, LLC (TMF), an affiliate of Motley Fool Asset Management, and the index tracks the highest-scoring stocks in TMF's recommendation universe. TMFX is designed to track the Motley Fool Next Index, also from TMF, and the index tracks mid and small cap U.S. companies in TMF's recommendation universe. Mowrey describes the two new ETFs as "uniquely passive implementations of The Motley Fool's active stock recommendations."

"Motley Asset Management is ready to build on its current product line-up by offering these types of new products to investors," Mowrey states.

The expense ratio for both new funds is 50 basis points. Bryan Hinmon, chief investment officer and senior portfolio manager at Motley Fool Asset Management, and Anthony Arsta, portfolio manager, are the PMs for both new funds.

Other service providers to the new funds included: Faegre Drinker Biddle and Reath LLP as legal counsel; Quasar Distributors, LLC as distributor and underwriter; Tait, Weller and Baker LLP as independent accounting firm; U.S. Bank Global Fund Services as administrator and transfer agent; and U.S. Bank, N.A. as custodian. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2022: Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. 2022 ICI Leadership Summit, May 25-26
  2. ALFI Roadshow to New York, May 25
  3. 2022 IDC Fund Directors Workshop, May 26
  4. Irish Funds Annual Global Funds Conference 2022, May 30-31
  5. WealthManagement Edge, May 31 - June 3
  6. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
  7. 28th annual Expect Miracles East Coast Classic, June 9
  8. 2022 Sohn Investment Conference, June 9
  9. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
  10. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
  11. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
  12. MFDF Director Discussion Series - Open Forum (Chicago), June 21
  13. 2022 MMI Emerging Asset Managers Forum, June 23
  14. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
  15. Financial Planning INVEST, Jun 28-29
  16. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
  17. MFDF Director Discussion Series - Open Forum (New York), July 20
  18. 2022 MMI Distribution Leadership Forum, Jul 20-21
  19. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
  20. MFDF webinar - Performance, Perception and Manager Selection, September 14
  21. 2022 ICI Tax and Accounting Conference, Sep 18-21
  22. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  23. Nicsa Fearless Leadership Symposium, Oct 6-7
  24. 2022 MMI Annual Conference, Oct 19-21
  25. 2022 IDC Fund Directors Conference, Oct 24-26
  26. 18th annual Expect Miracles Wine & Spirits Event, October 27

©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use