FOOLX Rating, Research - Motley Fool Independence Fund

Motley Fool Independence Fund (foolx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands


Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 67

Threats + Weaknesses = 42

When strengths & opportunities substantially exceed threats & weaknesses an investment in the foolx mutual fund has great long term potential.

Fund Management Team

Motley Funds

Fund Description Update

Motley Fool Independence Fund (FOOLX) Description: FOOLX is a mutual fund, which is an investment that owns a basket of assets. The FOOLX mutual fund was provided by Motley and this investment vehicle derives the majority of its value from equity holdings (stocks). Motleys mutual fund has a short management tenure and is in the average fund size classification. FOOLXs minimum initial investment amount is $3000 while the IRA minimum is $3000. FOOLXs expense ratio is roughly 1%. The latest FOOLXs front end load was 0% and the back end load was 0%. The Motley Fool Independence Fund (FOOLX) mutual fund falls under the world stock category. FOOLX focuses its investments in EU and USA and FOOLX is not affiliated with a particular industry or fund sector. The Motley Fool Independence Fund (FOOLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FOOLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FOOLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and income. The fund normally invests primarily in equity securities (see equity research) issued by U.S. and non-U.S. infrastructure-related companies. It normally invests significantly in infrastructure-related securities that trade in markets other than the United States. It may invest up to 25% of total assets in equity securities (see equity research) of emerging-market issuers. The fund may invest in debt obligations as a non-principal investment strategy.

Management Analysis Update

Motley Fool Independence Fund's executives / managers make better investing decisions, because their assets are invested along side their client's. Motley Fool Independence Fund's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update