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TMFE
+0.43 · +1.52%
$29.07 · BATS

Motley Fool Capital Efficiency 100 Index ETF (TMFE) ETF Analysis | Large Blend

Motley Fool · USA
AUM:$92.4M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is TMFE?

The index was established by TMF in 2021 and is a proprietary, rules-based index designed to track the performance of the highest scoring stocks of U. companies, measured by a company"s capital efficiency, that have been recommended by TMF"s analysts and newsletters, and that also meet certain liquidity requirements.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
TMFE returned 6.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 49.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$92.4M
Expense Ratio0.50%
Dividend Yield0.32%
Holdings50
Inception DateDec 2021
Domicile–
Distribution–
Index–
ProviderMotley Fool
Beta1.02
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.1%
1Y
+9.4%
3Y
+66.0%
5Y
+58.9%
OpenBook InsightIf you had invested £10,000 in TMFE 5 years ago, it would have grown to £15,890 — a gain of £5,890.

Annual Returns

Calendar year performance

TMFE delivered positive returns in 4 of the last 5 calendar years.
YearTMFE
2026 YTD+7.6%
2025+11.5%
2024+29.5%
2023+41.0%
2022-25.8%
CAGR 4yr+10.8%
4/5 positive yearsAvg return: +12.7%Worst year: -25.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
13.5%
Low
Momentum
+4.3%
30-day change
Support Level
30.52
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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