Motley Fool Next Index ETF

Shareclass
Motley Fool Next ETF (TMFX)
Type
Exchange-traded fund
Gender equality score
Gender equality score

44
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
26
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,891 out of 2,554 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
23/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Etsy Inc
    0.28% of assets
    $81,952 invested
  • 2. Hasbro Inc
    0.45% of assets
    $132,388 invested
  • 3. WEX Inc
    0.33% of assets
    $96,096 invested
  • 4. New York Times Co Class A
    0.43% of assets
    $125,538 invested
  • 5. Neurocrine Biosciences Inc
    0.59% of assets
    $172,868 invested
  • 6. Biomarin Pharmaceutical Inc
    0.71% of assets
    $208,182 invested
  • 7. Zillow Group Inc Class C
    0.84% of assets
    $246,405 invested
  • 8. GitLab Inc Class A
    0.4% of assets
    $117,829 invested
  • 9. Upwork Inc
    0.09% of assets
    $26,935 invested
  • 10. Pinterest Inc Class A
    1.12% of assets
    $326,027 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Axos Financial Inc
    0.19% of assets
    $56,713 invested
  • 2. Chewy Inc
    0.7% of assets
    $205,041 invested
  • 3. RBC Bearings Inc
    0.54% of assets
    $156,702 invested
  • 4. Alarm.com Holdings Inc
    0.14% of assets
    $42,350 invested
  • 5. Carvana Co Class A
    1.43% of assets
    $418,160 invested
  • 6. U-Haul Holding Co
    0.63% of assets
    $183,139 invested
  • 7. Celsius Holdings Inc
    0.44% of assets
    $129,265 invested
  • 8. Heico Corp
    1.72% of assets
    $502,050 invested
  • 9. Kinsale Capital Group Inc
    0.61% of assets
    $177,162 invested
  • 10. DigitalOcean Holdings Inc
    0.16% of assets
    $47,581 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on TMFX at Morningstar.com
Gender Equality and Returns
Returns chart for Motley Fool Next Index ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
TMFX
Motley Fool Next Index ETF
Family
Motley Fool
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
7.33% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
TMFX
Motley Fool Next Index ETF
Family
Motley Fool
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
7.33% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
TMFX
Motley Fool Next Index ETF
Family
Motley Fool
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
7.33% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
TMFX - Motley Fool Next Index ETF
4.1%
1.7%
/
/
44  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
8.22%
9.03%
19%
12%
55  / 100 points
Fund compared to benchmark
 
-4.12%
-7.33%
/
/
11  / 100 points lower
Find more financial data on TMFX at Morningstar.com
What's next?
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