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Formidable ETF FORH

Morningstar Medalist Rating
Medalist Rating as of | See Formidable Investment Hub

Morningstar’s Analysis FORH

Will FORH outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FORH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FORH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FORH’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Formidable ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FORH

More FORH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Acacia Research Corp

8.04 1.9 Mil
Industrials

Flux Power Holdings Inc

6.87 1.6 Mil
Industrials

Altria Group Inc

6.04 1.4 Mil
Consumer Defensive

United States Treasury Bills 0%

5.93 1.4 Mil
Government

Energy Transfer LP

4.17 993,172
Energy

Baytex Energy Corp

4.01 953,484
Energy

British American Tobacco PLC ADR

3.82 910,204
Consumer Defensive

Alliance Resource Partners LP

3.33 792,672
Energy

Royalty Pharma PLC Class A

3.26 777,113
Healthcare

Wheaton Precious Metals Corp

2.93 696,539
Basic Materials