MFAM Small-Mid Cap Growth Fund Investor Class
TMFGX
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- MFAM Small-Mid Cap Growth Fund Investor Class (TMFGX) is an open-end mutual fund that seeks long-term capital appreciation through a quality growth investing style, focusing primarily on equity securities of small- and mid-cap companies. The fund normally invests at least 80% of its net assets in such equities, targeting high-quality growth stocks within mid-cap parameters similar to the Russell Midcap Growth Index; it offers Investor Class shares alongside institutional classes for diversified investor access. Managed by a team including William Haynie Mann III (Bill) as lead portfolio manager and analysts from Motley Fool Asset Management, the fund emphasizes rigorous equity research and long-term holding strategies. The fund provides exposure to a concentrated portfolio of growth-oriented small- and mid-cap equities across various sectors, with top holdings reflecting selective, high-conviction picks in U.S.-organized companies engaged in innovative industries; performance metrics include trailing 1-year returns around 8.52%, 5-year annualized returns of 15.59%, and inception-to-date returns exceeding 317%. Motley Fool Asset Management, the adviser responsible for TMFGX (formerly known as Motley Fool Small-Mid Cap Growth Fund), offers complementary products such as the MFAM Small-Cap Growth ETF (MFMS), MFAM Global Opportunities Fund, and passive ETFs like TMFC and TMFX, serving retail and institutional investors seeking active and index-based growth strategies. Headquartered in Providence, Rhode Island, Motley Fool Asset Management operates as a boutique asset manager affiliated with The Motley Fool, LLC, with a focus on U.S. markets and global equity insights; the fund was launched prior to 2021, building on the firm's research-driven heritage. In recent developments, the firm announced plans in 2021 to convert TMFGX and the MFAM Global Opportunities Fund (FOOLX) into ETFs by year-end, representing approximately $1 billion in assets under management and signaling a strategic shift toward exchange-traded products to enhance liquidity and accessibility. This transition reflects ongoing evolution in product offerings amid a broader expansion into ETFs like TMFG and TMFX, though no further conversions or acquisitions specific to TMFGX have been reported in 2024-2025.