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New York Markets Open in:

MFAM Global Opportunities Fund;Inv

NAS: FOOLX

GO
/zigman2/quotes/202227407/realtime

$

33.84

Change

+0.06 +0.18%

Feb 24, 2021

YTD return

5.22%

5 yr avg return

21.44%

Total net assets

461.90M

52 week low

52 week high

$18.81

$34.98

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.09%

12 b-1

n/a

Turnover

10.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2020)

2.12

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.30

Beta

0.98

Standard deviation

5.62

R. squared

0.86

Min. Investment

Standard (taxable)

500

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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MarketWatch News on FOOLX

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 5 Tax Efficiency: 2 Expense: 4

YTD Lipper Ranking: Quintile 3 (55th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 5.22% 5.67% 4.70% 55% 3
1yr 39.99% 40.37% 23.90% 34% 2
3yr 17.98% 16.42% 14.80% 31% 2
5yr 21.44% 18.62% 17.60% 22% 2
10yr 12.96% 12.04% 14% 37% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$48,896

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Global Multi-Cap Growth Fds

Fund family

Motley Fool

Fund status

Open

Fund inception

June 16, 2009

Manager

Anthony L. Arsta

Investment Policy

The Fund seeks long-term capital appreciation by investing primarily in common stocks of U.S. companies and of companies that are organized in other countries around the world. The Fund employs a value-based investment strategy and invests in issuers of all capitalization sizes engaged in a broad range of industries.

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