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

    Small-Mid Cap Growth Fund

    Morningstar Rating Overall rating applies to investor class shares only. Based on risk-adjusted returns, as of 09/30/2018, out of 540 Mid-Cap Growth Funds.

    Fund Facts

    • Domestic small and mid cap (SMID) equity fund
    • Growth at a reasonable price (GARP) investing style
    • Seeks long term capital appreciation
    • 100% domestic investments
  • Global Multi-Cap

    Global Opportunities Fund

    Morningstar Rating Overall rating applies to investor class shares only. Based on risk-adjusted returns, as of 09/30/2018, out of 739 World Large Stock Funds.

    Fund Facts

    • Global "go anywhere" multi cap equity fund
    • Growth at a reasonable price (GARP) investing style
    • Seeks long-term capital appreciation
    • Approximately 50% non-U.S. investments
  • Emerging Markets Fund

    Emerging Markets Fund

    Morningstar Rating Overall rating applies to investor class shares only. Based on risk-adjusted returns, as of 09/30/2018, out of 708 Diversified Emerging Mkts Funds.

    Fund Facts

    • Emerging markets fund
    • Growth at a reasonable price (GARP) investing style
    • 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 09/30/2018, Motley Fool Small-Mid Cap Growth Fund was rated among 540 Mid-Cap Growth funds in the last three years and received a 3-star rating. As of 09/30/2018, Motley Fool Small-Mid Cap Growth Fund was rated among 483 Mid-Cap Growth funds in the last five years and received a 3-star rating. As of 09/30/2018, Motley Fool Global Opportunities Fund was rated among 611 World Large Stock funds in the last five years and received a 4-star rating. As of 09/30/2018, Motley Fool Global Opportunities Fund was rated among 739 World Large Stock funds in the last three years and received a 5-star rating. As of 09/30/2018, Motley Fool Emerging Markets Fund was rated among 508 Diversified Emerging Mkts funds in the last five years and received a 4-star rating. As of 09/30/2018, Motley Fool Emerging Markets Fund was rated among 708 Diversified Emerging Mkts funds in the last three years and received a 3-star rating. Past performance is no guarantee of future results.

Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product 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. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10- year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Past performance is no guarantee of future results.

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