Our experienced asset managers follow the same investment philosophy The Motley Fool has advocated for over 20 years. We strive to offer you a way to invest in what we believe are the globe's best businesses at what we believe are attractive prices. Learn more about our family of funds below.

  • Domestic Small-and-Mid-Cap

    Great America Fund

    Fund Facts

    • Domestic small and mid cap (SMID) equity fund
    • Bottom up, value strategy
    • Seeks long term capital appreciation
    • 100% domestic investments
  • Global Multi-Cap

    Independence Fund

    Morningstar Rating Applies to investor class shares only. Based on risk-adjusted returns, as of 10/31/2015, out of 1024 World Stock Funds.

    Fund Facts

    • Global "go anywhere" multi cap equity fund
    • Bottom up, value strategy
    • Seeks long-term capital appreciation
    • Approximately 50% non-U.S. investments
  • International Multi-Cap

    Epic Voyage Fund

    Fund Facts

    • International “go anywhere” multi cap equity fund
    • Bottom up, value strategy
    • Seeks long term capital appreciation
    • 100% international investments

The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. As of 10/31/2015, Motley Fool Independence Fund was rated among 1024 World Stock funds in the last five years and received a 4-star rating. Past performance is no guarantee of future results.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.

© 2013 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.