Motley Fool Great America Fund Reaches Five-Year Milestone

Nov 04, 2015, 09:10 ET from Motley Fool Funds

ALEXANDRIA, Va., Nov. 4, 2015 /PRNewswire/ -- Boutique fund firm Motley Fool Asset Management, LLC celebrates the five-year anniversary of their Great America Fund (TMFGX). The mid-cap growth fund has $228.9 million in assets and has a 4-star Morningstar Rating TM from investment research firm Morningstar as of September 30, 2015. It was launched November 1, 2010.

"I'm delighted to congratulate my team on this achievement," said Bill Mann, Chief Investment Officer and Senior Portfolio Manager. "We set out to offer our investors what we believe is a truly different mutual fund. By following the Motley Fool way of looking at companies, we feel strongly that we have successfully proven our process these past five years. And in this turbulent industry of ours, I couldn't be more proud of my team, especially for maintaining our shareholder-centric philosophy."

The fund seeks to achieve long-term capital appreciation by investing in what the fund managers believe to be superior domestic businesses at reasonable prices. "Our team looks for quality regardless of size, sector, or company. We're not market timers," Mann said. The bottom-up process aims to minimize portfolio turnover and maximize tax efficiency with a long-term, business-focused strategy. "One of the biggest differentiators of our process is what we call the 'awesomeness continuum,' which seeks to quantify how much flexibility we should have in determining when we would want to sell a security," he explained. "It's how we evaluate competitive advantage."

The management team consists of Bill Mann, Anthony Arsta, Charles Travers, Nate Weisshaar, David Meier, Bryan Hinmon, and Bill Barker. All of the portfolio managers previously held positions at the Motley Fool parent company as writers, analysts, researchers or editors.

To learn more about Motley Fool Asset Management, LLC visit www.foolfunds.com

For more information on the Great America Fund, visit www.foolfunds.com/our-mutual-funds/great-america-fund/

About Motley Fool Asset Management
Based in Alexandria, VA, Motley Fool Asset Management was launched in 2009 and today has three no-load equity mutual funds. Motley Fool Funds are managed by a subsidiary of The Motley Fool – a hub of superior investment wisdom for over 21 years founded by brothers David and Tom Gardner. A true boutique firm, Motley Fool Funds seeks to bring a long-term approach to an increasingly short term investing climate.

Mutual fund investing involves risk. Principal loss is possible. Past performance does not guarantee future results.

Please consider the charges, risks, expenses, and investment objectives carefully before you invest. Please see the investor class prospectuses for the Great America Fund, or the institutional class prospectuses for the Great America Fund, containing this and other information. You may also get this information by calling 1-888-863-8803 or emailing prospectus@foolfunds.com. Read it carefully before you invest or send money.

The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Rating metrics. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating TM (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. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

Per Morningstar Rating TM, the Great America Fund (TMFGX) has earned the following star ratings as of 9/30/2015 among 653 funds for the 3-year period:


3-year

5-year

10-year

TMFGX

4-stars

N/A

N/A

The Fund's benchmark is the Russell Midcap Index, which measures the performance of the mid-cap segment of the U.S. equity universe. It is a subset of the Russell 1000 Index. It includes approximately 800 of the smallest securities based on a combination of their market cap and current index membership. 

Motley Fool Funds are distributed by Foreside Funds Distributors LLC, Berwyn, Pennsylvania

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