Formidable ETF earns a Morningstar Medalist Rating of Neutral on the basis of subpar People and Parent Pillar ratings. 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.
Morningstar’s Analysis FORH
Will FORH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date May 25, 2023
- Equity Holdings 65
- Bond Holdings 0
- Other Holdings 0
- % Assets in Top 10 Holdings 47.9