Our Funds
Learn more about The Motley Fool's family of funds. One of these funds may have a place in your portfolio.
Overview
Dedicated to finding strong U.S.-based companies at what we consider favorable values. These primarily small- and mid-cap businesses operate in a variety of markets, sectors, and industries.
Features
- Seeks long-term capital appreciation
- Value-based investment strategy
- Primarily U.S. investments
- Primarily small- and mid-capitalizations
- Benchmark: Russell MidCap Index
Overview
Created for investors who crave more international exposure in their portfolios. We identify exceptional foreign companies with no limitations on markets, sectors, or industries.
Features
- Seeks long-term capital appreciation
- Value-based investment strategy
- Primarily international investments
- All market capitalizations
- Benchmark: Russell Global Ex-U.S. Index
Overview
Invests in what we believe to be superior businesses at reasonable prices, period. No matter where in the world we find them. We "follow the value" without restrictions on sector, size, or geography.
Features
- Seeks long-term capital appreciation
- Value-based investment strategy
- Up to 50% non-U.S. investments
- All market capitalizations
- Benchmark: MSCI World Index
Investments in securities of small- and mid-cap companies involve greater risks than do investments in larger, more established companies, because they may lack the management experience, financial resources, product diversification, and competitive strength of larger companies.
Value investing focuses on companies with stocks that appear undervalued in light of factors such as the company's earnings, book value, revenues or cash flow. If the Adviser's assessment of a company's value or its prospects for exceeding earnings expectations or market conditions is inaccurate, the Fund could suffer losses or produce poor performance relative to other funds. In addition, "value stocks" can continue to be undervalued by the market for long periods of time.
Investing in securities of foreign companies involves risks generally not associated with investments in securities of U.S. companies, including the risks of fluctuations in foreign currency exchange rates, unreliable and untimely information about the issuers, and political and economic instability.
Emerging market countries present risks in addition to and greater than those generally associated with developed foreign markets such as lax government regulation and smaller, less liquid securities markets.
Investments in securities of small- and mid-cap companies involve greater risks than do investments in larger, more established companies, because they may lack the management experience, financial resources, product diversification, and competitive strength of larger companies.
Value investing focuses on companies with stocks that appear undervalued in light of factors such as the company's earnings, book value, revenues or cash flow. If the Adviser's assessment of a company's value or its prospects for exceeding earnings expectations or market conditions is inaccurate, the Fund could suffer losses or produce poor performance relative to other funds. In addition, "value stocks" can continue to be undervalued by the market for long periods of time.
Investing in securities of foreign companies involves risks generally not associated with investments in securities of U.S. companies, including the risks of fluctuations in foreign currency exchange rates, unreliable and untimely information about the issuers, and political and economic instability.
Investments in securities of small- and mid-cap companies involve greater risks than do investments in larger, more established companies, because they may lack the management experience, financial resources, product diversification, and competitive strength of larger companies.
Value investing focuses on companies with stocks that appear undervalued in light of factors such as the company's earnings, book value, revenues or cash flow. If the Adviser's assessment of a company's value or its prospects for exceeding earnings expectations or market conditions is inaccurate, the Fund could suffer losses or produce poor performance relative to other funds. In addition, "value stocks" can continue to be undervalued by the market for long periods of time.