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.
Formidable ETF FORH
Morningstar’s Analysis FORH
Will FORH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |