The Motley Fool's Index Family

Overview

The Motley Fool, LLC (“TMF”) has spent over two decades challenging Wall Street consensus through fundamental research. Since 2018, this philosophy has been applied to a suite of systematic indices. In 2025, Motley Fool Investment Analytics, LLC (“MFIA”) was established as a dedicated index provider to oversee the continued evolution and administration of these benchmarks. Today, MFIA applies rigorous, rules-based methodologies to TMF’s post-publication research universe, providing institutional-grade transparency and systematic implementation.

Each index utilizes a transparent, quantitative methodology applied to a universe of securities derived from the research and public recommendations of TMF analysts. By combining TMF’s high-conviction research universe with rigorous systematic filtering, we provide benchmarks that are consistent, objective, and unconventional.

Systematic. Transparent. Unconventional.

The Quantitative Application of Foolishness

What Sets Us Apart

Access a differentiated investment universe powered by TMF’s extensive ecosystem of investing intellectual property. MFIA translates long-term fundamental research into rules-based index solutions. We meet the needs of investors and fiduciaries seeking systematic exposure to the “Foolish” investing philosophy. MFIA takes great care in engineering TMF’s growth-oriented, long-term mindset into disciplined institutional and retail index strategies.

Who We Serve

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Asset Managers & Fund Advisors

  • Index licensing
  • Sub-advisory
  • Beta overlay / portable alpha
  • Core-satellite / completion
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Wealth Planners & RIAs

  • Index-based planning
  • Tax-managed solutions
  • Dynamic allocation policies
  • SMA-linked index strategies

Our Process

Our process diagram
*Figures represent total assets under management (AUM) as of 12.31.2025 within investment products managed by MFIA’s affiliate, Motley Fool Asset Management, LLC (MFAM), that utilize or track indices developed by MFIA or its predecessors. MFIA is an index provider and does not manage assets, provide investment advice, or trade securities. The AUM figure is provided for illustrative purposes to demonstrate the scale of the strategies tracking MFIA’s proprietary methodologies

Ways to Access Motley Fool Indices

MFIA benchmarks are designed for flexibility across the investment landscape. Our rules-based indices serve as the quantitative foundation for a variety of investment vehicles and institutional applications.

  • For Individual Investors & Advisors: Access our research-driven strategies through index-linked ETFs managed by our affiliate, Motley Fool Asset Management, LLC (“MFAM”).
  • For Institutions: Our indices power separately managed accounts (SMAs), model portfolios, structured products, and custom benchmarking solutions through direct licensing agreements.

Our Investment Process: Over $2 Billion in Assets

Fool Indices offers a suite of products designed to leverage The Motley Fool's expert guidance into your investment portfolio.

Three-Step Process:

  1. Selection

    Hand-picked by human analysts with deep expertise

  2. Structuring

    Systematic passive implementation with Smart Beta overlays

  3. Allocation

    Engineered to meet investor needs through top-down allocators