tiprankstipranks
Advertisement

TMFM - ETF AI Analysis

Compare

Top Page

TMFM

Motley Fool Mid-Cap Growth ETF (TMFM)

Rating:69Neutral
Price Target:
TMFM, the Motley Fool Mid-Cap Growth ETF, has a solid overall rating driven mainly by high-quality growth names like Dexcom, Penumbra, Broadridge, and Brown & Brown, which all show strong financial performance and positive earnings call sentiment. These leaders are somewhat offset by holdings such as StoneX Group and Guidewire, where weaker profitability, cash flow challenges, or bearish technical trends and valuation concerns weigh on the fund. The main risk factor is that many top holdings share similar growth profiles with high P/E ratios and some overbought or bearish technical signals, which can increase volatility and sensitivity to market pullbacks.
Positive Factors
Leading Holdings With Solid Momentum
Several of the largest positions, such as QXO Inc, StoneX Group, and Penumbra, have shown strong year-to-date performance, helping support the fund’s overall results.
Diversified Across Key Growth Sectors
The ETF spreads its investments across technology, health care, industrials, financials, and consumer-related sectors, which helps reduce reliance on any single industry.
Focused Mid-Cap Growth Exposure
By targeting mid-sized growth companies, the fund offers access to businesses that may have more room to expand than many large, mature firms.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of staying with investors.
Mixed Performance Among Top Holdings
Several major positions, including Broadridge Financial Solutions, Healthequity, Toast, and GooseHead Insurance, have shown weak year-to-date performance, which can drag on the fund’s returns.
Heavy Concentration in U.S. Market
With nearly all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly sensitive to movements in the U.S. market.

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

TMFM Summary

The Motley Fool Mid-Cap Growth ETF (TMFM) focuses on medium-sized U.S. companies that are expected to grow faster than the overall market, rather than tracking a traditional index. It spreads money across areas like technology, health care, and industrials, with holdings such as Dexcom and Toast. Someone might invest in TMFM to seek long-term growth and diversify beyond the biggest, most well-known large-cap stocks, while still avoiding the smallest, riskiest companies. A key risk is that growth-focused mid-cap stocks can be quite volatile, so the ETF’s value can rise and fall sharply with market conditions.
How much will it cost me?The Motley Fool Mid-Cap Growth ETF (TMFM) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, relying on expert stock-picking to target mid-cap growth companies with strong potential.
What would affect this ETF?The TMFM ETF, with its focus on U.S. mid-cap growth companies, could benefit from advancements in technology and innovation, particularly as its largest sector exposure is technology. Positive economic conditions and increased consumer spending may also support growth in sectors like industrials and financials. However, rising interest rates or regulatory changes could negatively impact growth-focused companies, especially in sectors like real estate and financials, which are sensitive to such factors.

TMFM Top 10 Holdings

TMFM is leaning hard into U.S. mid-cap growth, with a clear tilt toward health care and financial/tech hybrids rather than flashy mega-cap tech. Penumbra and Dexcom are the fund’s healthier engines, showing steadier to rising momentum and helping offset weakness elsewhere. On the other side, QXO and GXO Logistics have been lagging, acting like a bit of sand in the ETF’s gears, while Broadridge and Toast are also losing steam. Overall, performance is being driven by a handful of innovative, U.S.-focused growers, but with some notable mid-cap stumbles.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
StoneX Group7.79%$9.21M$7.82B93.74%
58
Neutral
QXO Inc5.80%$6.86M$15.76B52.89%
66
Neutral
GXO Logistics5.37%$6.34M$6.49B64.06%
68
Neutral
SBA Communications5.03%$5.94M$23.30B-2.06%
67
Neutral
Healthequity4.95%$5.85M$6.75B-4.14%
76
Outperform
Dexcom4.81%$5.68M$24.29B-9.07%
79
Outperform
Brown & Brown4.15%$4.90M$22.91B-44.33%
76
Outperform
Broadridge Financial Solutions4.09%$4.83M$18.37B-32.72%
78
Outperform
West Pharmaceutical Services3.95%$4.67M$18.72B22.24%
68
Neutral
Toast Inc3.91%$4.62M$15.99B-21.58%
73
Outperform

TMFM Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
21.32
Negative
100DMA
22.50
Negative
200DMA
23.92
Negative
Market Momentum
MACD
-0.20
Negative
RSI
53.34
Neutral
STOCH
76.44
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TMFM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 20.44, equal to the 50-day MA of 21.32, and equal to the 200-day MA of 23.92, indicating a neutral trend. The MACD of -0.20 indicates Negative momentum. The RSI at 53.34 is Neutral, neither overbought nor oversold. The STOCH value of 76.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for TMFM.

TMFM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$118.21M0.85%
69
Neutral
$537.06M0.20%
72
Outperform
$330.33M0.18%
71
Outperform
$297.06M0.55%
67
Neutral
$154.60M0.80%
74
Outperform
$122.37M0.60%
59
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TMFM
Motley Fool Mid-Cap Growth ETF
21.02
-3.27
-13.46%
AVMV
Avantis U.S. Mid Cap Value ETF
AVMC
Avantis U.S. Mid Cap Equity ETF
TMVE
Thrivent Mid Cap Value ETF
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
FRTY
Alger Mid Cap 40 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: ―
Table of Contents
Advertisement