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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.

null Morningstar Manager Research

Morningstar Manager Research


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

Acacia Research Corp

8.57 2.2 Mil

Altria Group Inc

5.73 1.5 Mil
Consumer Defensive

Flux Power Holdings Inc

5.45 1.4 Mil

United States Treasury Bills 0%

5.35 1.4 Mil

United States Treasury Bills 0%

4.36 1.1 Mil

Energy Transfer LP

4.15 1.1 Mil

British American Tobacco PLC ADR

3.52 919,601
Consumer Defensive

Baytex Energy Corp

3.37 880,739

Royalty Pharma PLC Class A

3.17 828,673

Alliance Resource Partners LP

3.09 808,122