Morningstar

Formidable Fortress ETF KONG

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

Morningstar’s Analysis KONG

Will KONG 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Formidable Fortress 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 KONG

More KONG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ServiceNow Inc

7.55 2M
Technology

Microsoft Corp

6.63 1M
Technology

F5 Inc

4.51 1M
Technology

Fastenal Co

4.44 991,746
Industrials

NVIDIA Corp

3.84 858,802
Technology

EMCOR Group Inc

3.81 850,890
Industrials

Synopsys Inc

3.59 803,118
Technology

Texas Pacific Land Corp

3.44 767,811
Energy

Interactive Brokers Group Inc Class A

3.37 753,123
Financial Services

Cboe Global Markets Inc

3.23 721,490
Financial Services

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