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TMFG - ETF AI Analysis

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TMFG

Motley Fool Global Opportunities ETF (TMFG)

Rating:63Neutral
Price Target:
TMFG, the Motley Fool Global Opportunities ETF, holds a generally solid mix of global growth companies, with leaders like Alphabet (GOOG) and TSMC (TSM) boosting its rating through strong financial performance, positive earnings commentary, and strategic focus on AI and advanced technologies. Other sizable positions such as Amazon, Mastercard, Costco, and Equinix also add strength with robust growth and expansion plans, though many are flagged as potentially overvalued or facing short-term bearish or volatile technical signals. The main risk factor is that several key holdings appear richly priced and show signs of technical weakness, which could increase short-term volatility and limit upside if growth expectations are not met.
Positive Factors
Strong Leading Holdings
Several of the largest positions, including major technology and consumer companies, have shown strong gains this year, helping support the fund’s overall results.
Global Diversification
The ETF invests mostly in U.S. stocks but also holds companies from the UK, Japan, Canada, and Europe, which can reduce reliance on a single country’s market.
Broad Sector Mix
Holdings spread across financials, industrials, communication services, technology, consumer, real estate, and health care help limit the impact of weakness in any one sector.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Mixed Recent Performance
While the fund has had a strong recent month, its performance over the last few months has been choppy, showing periods of weakness as well as strength.
Notable Stock-Specific Weakness
Some meaningful positions, such as a major payments company, a waste services firm, and a Japanese gaming company, have shown weak performance this year, which can drag on the portfolio.

TMFG vs. SPDR S&P 500 ETF (SPY)

TMFG Summary

The Motley Fool Global Opportunities ETF (TMFG) is an actively managed fund that looks for fast-growing companies around the world rather than tracking a set index. It focuses on businesses with strong growth potential in many countries and sectors, with a big tilt toward the U.S. and industries like financials, technology, and communication services. Well-known holdings include Alphabet (Google) and Amazon. Someone might invest in TMFG for long-term growth and global diversification in one fund. A key risk is that growth stocks can be very volatile, so the share price can rise and fall sharply over time.
How much will it cost me?The Motley Fool Global Opportunities ETF (TMFG) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning experts select stocks rather than tracking a passive index.
What would affect this ETF?The TMFG ETF, with its global focus and emphasis on growth-oriented companies, could benefit from continued innovation in technology and consumer sectors, as well as economic recovery boosting industrial and financial stocks. However, rising interest rates or global economic slowdowns could negatively impact growth-focused companies and sectors like communication services and consumer cyclical. Regulatory changes in major markets or geopolitical tensions may also pose risks to its international holdings.

TMFG Top 10 Holdings

TMFG is leaning into global growth stories, with U.S. heavyweights Alphabet and Amazon doing much of the lifting as their shares keep rising on the back of AI, cloud, and e-commerce strength. On the international side, Taiwan’s TSMC is another key engine, riding the semiconductor and AI manufacturing wave. Smaller but powerful contributors like Fabrinet and StoneX have been on a strong upswing, adding extra fuel. Offsetting some of that momentum, Nintendo and Waste Connections have been lagging, creating a bit of drag in an otherwise growth-focused, globally diversified lineup.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Alphabet Class C8.44%$30.42M$4.62T131.12%
82
Outperform
Amazon6.82%$24.57M$2.93T45.99%
71
Outperform
TSMC4.22%$15.20M$1.87T127.67%
81
Outperform
Fabrinet3.84%$13.85M$25.72B224.94%
78
Outperform
StoneX Group3.75%$13.51M$8.33B71.83%
58
Neutral
Mastercard3.72%$13.40M$450.34B-10.05%
75
Outperform
Costco3.67%$13.23M$449.33B-0.21%
72
Outperform
Waste Connections3.64%$13.11M$40.77B-18.85%
75
Outperform
Equinix3.39%$12.21M$106.83B22.64%
73
Outperform
Watsco3.38%$12.19M$16.89B-13.39%
71
Outperform

TMFG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
29.49
Positive
100DMA
29.82
Positive
200DMA
29.98
Positive
Market Momentum
MACD
0.44
Negative
RSI
67.66
Neutral
STOCH
83.86
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TMFG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.38, equal to the 50-day MA of 29.49, and equal to the 200-day MA of 29.98, indicating a bullish trend. The MACD of 0.44 indicates Negative momentum. The RSI at 67.66 is Neutral, neither overbought nor oversold. The STOCH value of 83.86 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TMFG.

TMFG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$360.87M0.85%
63
Neutral
$794.82M0.55%
71
Outperform
$294.92M0.49%
76
Outperform
$252.87M0.55%
74
Outperform
$142.44M0.75%
75
Outperform
$141.48M0.56%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TMFG
Motley Fool Global Opportunities ETF
31.11
2.21
7.65%
RGEF
Rockefeller Global Equity ETF
MFSG
MFS Active Growth ETF
FFOG
Franklin Focused Growth ETF
PJFG
PGIM Jennison Focused Growth ETF
ATFV
Alger 35 ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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