Motley Fool Independence Fund

Class Other (FOOLX)
Scorecard
3 / 5 Stars
Lipper
3 2 5 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#88 in World Stock

U.S. News evaluated 303 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 16.72 percent over the past year, and 9.19 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 0.7%
1 Year 16.7%
3 Years (Annualized) 9.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies and common stocks and depositary receipts of companies. Under normal market circumstances, it seeks to stay fully invested and does not attempt to time the market. Because of the fund's value focus, it is expected that investments in the securities of U.S. companies having smaller market capitalizations and the securities in foreign companies, including companies organized under the laws of emerging market countries, will be important components of the Independence fund's investment program.

Fees

Fees are Above Average compared to funds in the same category.
Motley Fool Independence Fund has an expense ratio of 1.36 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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