MFMOMotley Fool Momentum Factor ETF
Seeks investment results that correspond to the total return performance of the Motley Fool Momentum Index.
By Motley Fool · Launched 2025
Annual Cost
0.50%
#2,667 of 5,861 · average
Fund Size
$15M
#4,638 of 5,861 · small
Return (1Y)Goal
N/A
Track Record
8 months
#4,951 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,218+12.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Momentum
Index tracked
Motley Fool Momentum Index
What it actually holds
By weightConcentration
Top 10 holdings = 47.2% of fundmoderately concentrated
Lam Research Corp
6.4%
Walmart Inc
5.5%
Alphabet Inc
4.9%
Apple Inc
4.6%
NVIDIA Corp
4.6%
JPMorgan Chase & Co
4.5%
Broadcom Inc
4.5%
Advanced Micro Devices Inc
4.4%
Goldman Sachs Group Inc/The
3.9%
Tesla Inc
3.9%
Asset allocation
Stocks
98.5%
Cash
1.5%
By sector
Technology
48.7%
Industrials
18.9%
Healthcare
11.2%
Energy
6.8%
Consumer Cyclical
5.6%
Communication
4.4%
Financial Services
2.9%
Consumer Defensive
0.9%
Other
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-18.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond to the total return performance of the Motley Fool Momentum Index.
- Strategy
- Employs a passive management approach designed to track the total return performance of the Momentum Index, which includes U.S. companies of any size capitalization. The Fund generally invests at least 80% of its total assets in the component securities of the Momentum Index.
- Inception date
- December 8, 2025
- Fund family
- Motley Fool
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at MFMO. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04