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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-costliest quintile among peers.

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Portfolio Holdings FORH

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Acacia Research Corp

9.56 2.6 Mil
Industrials

Flux Power Holdings Inc

6.94 1.9 Mil
Industrials

United States Treasury Bills 0%

5.26 1.4 Mil
Government

Altria Group Inc

5.18 1.4 Mil
Consumer Defensive

United States Treasury Bills 0%

4.11 1.1 Mil
Government

Energy Transfer LP

3.97 1.1 Mil
Energy

Royalty Pharma PLC Class A

3.41 936,102
Healthcare

Wheaton Precious Metals Corp

3.34 917,558
Basic Materials

British American Tobacco PLC ADR

3.26 894,816
Consumer Defensive

Baytex Energy Corp

3.25 893,729
Energy