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Morningstar

Formidable Fortress ETF KONG

Morningstar Medalist Rating
Medalist Rating as of | See Formidable Investment Hub

Morningstar’s Analysis KONG

Will KONG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KONG’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the KONG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of KONG’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Formidable Fortress ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KONG

More KONG Holdings
  • Current Portfolio Date
  • Equity Holdings 51
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

7.40
1,895,550
Government

Chemed Corp

3.78
967,687
Healthcare

Robert Half Inc

3.64
933,224
Industrials

Texas Pacific Land Corp

3.62
927,950
Energy

Johnson & Johnson

3.53
905,139
Healthcare

Graco Inc

3.50
896,074
Industrials

S&P Global Inc

3.50
895,889
Financial Services

Gentex Corp

3.49
894,909
Consumer Cyclical

EMCOR Group Inc

3.46
886,021
Industrials

United Therapeutics Corp

3.32
849,388
Healthcare