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At a Glance

Quick Facts & Daily Price As of 10/10/2015
Category Class Ticker NAV Change ($) Change (%) Inception Date
World Stock Investor FOOLX $20.00 $0.06 0.30% 06/16/2009
Institutional FOIIX $20.03 $0.06 0.30% 06/17/2014

Fund Overview

The Motley Fool Independence Fund seeks great companies at value prices. We look for well-managed companies, both in America and abroad, that boast strong financial positions and operate in industries that our management team truly understands. Performing rigorous, fundamental analysis, we dissect each company's strategy, competitive position, operations, and performance, and we review all pertinent public documents and official communications about the company. Although we will invest with an intention to hold for the long term, we will also insist on keeping a solid margin of safety on all Fund holdings. As a result, we will sell any holding that we believe has exceeded its intrinsic value.
Top Holdings As of 09/30/2015
Holding Percentage
Under Armour Inc 3.98%
Markel Corp 3.50%
Infinera Corp 3.48%
HDFC Bank Ltd 3.45%
Berkshire Hathaway Inc 3.31%
Anthem Inc 2.96%
Natus Medical Inc 2.85%
Banco Latinoamericano de Comercio Exterior SA 2.57%
HCC Insurance Holdings Inc 2.50%
DuzonBizon Co Ltd 2.39%
Williams-Sonoma Inc 2.36%

1 Trailing Total Returns are shown net of fund management and operating expenses, but not of redemption fees. For periods greater than one year, average annual total returns are shown.