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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.

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.

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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.

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Portfolio Holdings FORH

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Acacia Research Corp

8.57 2.2 Mil
Industrials

Altria Group Inc

5.73 1.5 Mil
Consumer Defensive

Flux Power Holdings Inc

5.45 1.4 Mil
Industrials

United States Treasury Bills 0%

5.35 1.4 Mil
Government

United States Treasury Bills 0%

4.36 1.1 Mil
Government

Energy Transfer LP

4.15 1.1 Mil
Energy

British American Tobacco PLC ADR

3.52 919,601
Consumer Defensive

Baytex Energy Corp

3.37 880,739
Energy

Royalty Pharma PLC Class A

3.17 828,673
Healthcare

Alliance Resource Partners LP

3.09 808,122
Energy