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TMFE - ETF AI Analysis

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TMFE

Motley Fool Capital Efficiency 100 Index ETF (TMFE)

Rating:74Outperform
Price Target:
TMFE’s rating reflects a portfolio led by high-quality, financially strong companies like Alphabet, Apple, and Nvidia, whose profitability and focus on growth areas such as AI, cloud, and services support the fund’s overall quality. At the same time, several major holdings including Visa, Costco, and Amazon face bearish or mixed technical trends and rich valuations, which can limit near-term upside. The main risk factor is the fund’s concentration in large U.S. growth and tech-related names, making its performance sensitive to shifts in sentiment toward high-valuation, innovation-focused companies.
Positive Factors
Strong Recent Performance
The ETF has delivered steady gains so far this year and over the past few months, showing positive recent momentum.
High-Quality Top Holdings
The fund’s largest positions include well-known, financially strong companies, several of which have shown strong year-to-date performance.
Broad Sector Mix
Holdings spread across technology, consumer, financial, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Moderate Expense Ratio
The fund’s fee is higher than many broad market index ETFs, which can slightly reduce long-term returns.
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering little diversification across international markets.
Concentration in a Few Large Stocks
A meaningful share of the portfolio is tied up in a small group of big technology and consumer names, increasing the impact if any of these companies perform poorly.

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

TMFE Summary

TMFE is an exchange-traded fund that follows the Motley Fool Capital Efficiency 100 Index, which picks 100 U.S. companies that use their money efficiently to grow and stay profitable. It holds many well-known names like Apple and Amazon, and spreads investments across several sectors, with a tilt toward technology and consumer companies. Someone might invest in TMFE to get diversified exposure to high-quality, growth-focused businesses in a single, easy-to-buy fund. A key risk is that it is heavily invested in large U.S. growth and tech-related stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?The Motley Fool Capital Efficiency 100 Index ETF (TMFE) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on companies with strong capital efficiency strategies.
What would affect this ETF?TMFE's focus on capital-efficient companies in sectors like technology and consumer services positions it well to benefit from innovation and consumer spending trends, especially in the U.S. market. However, it could face challenges from rising interest rates, which may impact growth-oriented sectors, and regulatory changes affecting major holdings like Microsoft, Alphabet, and Meta Platforms. Economic conditions and shifts in consumer behavior will also play a key role in shaping its performance.

TMFE Top 10 Holdings

TMFE leans heavily into U.S. Big Tech and digital payments, with Apple and Nvidia doing much of the heavy lifting as their shares keep rising on the back of strong profitability and AI momentum. Visa and Mastercard are steady contributors, helping smooth out bumps elsewhere. On the flip side, Meta and Amazon have been more mixed lately, losing some steam and holding back returns, while Walmart and Alphabet have also lagged in the short term. Overall, the fund is a U.S.-centric play on tech, consumer platforms, and capital-efficient giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon5.27%$4.20M$2.96T25.66%
71
Outperform
Mastercard5.05%$4.03M$493.41B-1.82%
75
Outperform
Nvidia4.98%$3.97M$5.42T19.49%
76
Outperform
Visa4.80%$3.83M$676.80B7.57%
70
Outperform
Apple4.79%$3.82M$4.57T35.69%
79
Outperform
Meta Platforms4.77%$3.80M$1.51T-22.32%
76
Outperform
Costco4.56%$3.63M$420.34B-3.64%
72
Outperform
Alphabet Class C4.38%$3.49M$4.33T76.48%
82
Outperform
Walmart4.22%$3.37M$890.11B8.40%
78
Outperform
Lam Research3.80%$3.03M$389.37B200.39%
77
Outperform

TMFE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
29.79
Positive
100DMA
29.27
Positive
200DMA
29.13
Positive
Market Momentum
MACD
0.35
Negative
RSI
64.19
Neutral
STOCH
90.25
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TMFE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.18, equal to the 50-day MA of 29.79, and equal to the 200-day MA of 29.13, indicating a bullish trend. The MACD of 0.35 indicates Negative momentum. The RSI at 64.19 is Neutral, neither overbought nor oversold. The STOCH value of 90.25 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TMFE.

TMFE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$80.23M0.50%
74
Outperform
$99.44M0.89%
71
Outperform
$99.26M0.76%
63
Neutral
$96.91M0.39%
68
Neutral
$92.93M0.85%
68
Neutral
$92.82M0.49%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TMFE
Motley Fool Capital Efficiency 100 Index ETF
30.99
2.82
10.01%
BAMD
Brookstone Dividend Stock ETF
BUZZ
VanEck Social Sentiment ETF
ABLD
Abacus FCF Real Assets Leaders ETF
STNC
Stance Equity ESG Large Cap Core ETF
FDRS
Founder-Led 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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