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At a Glance
Morningstar Rating
Overall rating applies to investor class shares only. Based on risk-adjusted returns, as of 03/31/2017, out of 839 World Large Stock Funds.

Quick Facts & Daily Price As of 04/29/2017
Category Class Ticker NAV Change ($) Change (%) Inception Date
World Large Stock Investor FOOLX $22.51 $0.04 0.18% 06/16/2009
Institutional FOIIX $22.47 $0.13 0.58% 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 03/31/2017
Holding Percentage
Amazon.com Inc 4.27%
HDFC Bank Ltd 3.09%
Medtronic PLC 3.05%
Bgeo Group PLC 3.01%
Align Technology Inc 2.86%
Banco Latinoamericano de Comercio Exterior SA 2.70%
DuzonBizon Co Ltd 2.56%
IPG Photonics Corp 2.46%
International Container Terminal Services Inc 2.30%
Tencent Holdings Ltd 2.22%

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.

As of 03/31/2017, Motley Fool Independence Fund was rated among 673 World Large Stock funds in the last five years and received a 3-star rating. As of 03/31/2017, Motley Fool Independence Fund was rated among 839 World Large Stock funds in the last three years and received a 3-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.

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