Morningstar

Formidable ETF FORH

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

Morningstar’s Analysis FORH

Will FORH outperform in the 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 FORH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FORH 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 FORH’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Formidable ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FORH

More FORH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Acacia Research Corp

9.63 2M
Industrials

United States Treasury Bills 0%

5.71 1M
Government

United States Treasury Bills 0%

5.64 1M
Government

US T-BILL DN 3/25/2027

4.71 873,334
Government

Talen Energy Corp Ordinary Shares New

3.86 715,487
Utilities

Veeva Systems Inc Class A

3.80 703,827
Healthcare

HealthStream Inc

3.41 631,424
Healthcare

Alliance Resource Partners LP

3.09 573,223
Energy

SM Energy Co

2.87 531,617
Energy

Pan American Silver Corp

2.80 519,357
Basic Materials

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