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Formidable ETF FORH

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

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Portfolio Holdings FORH

  • Current Portfolio Date May 25, 2023
  • Equity Holdings 65
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 47.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.16
1,916,254
Industrials
6.23
1,666,918
Communication Services
5.37
1,438,195
Consumer Defensive
5.12
1,369,717
Industrials
4.72
1,263,696
Basic Materials
4.44
1,188,741
Basic Materials
4.02
1,075,507
Consumer Defensive
3.69
989,108
Energy