Formidable Fortress ETF (KONG)
27.64
+0.25
(+0.91%)
USD |
NYSEARCA |
Mar 27, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.89% | -0.14% | 26.99M | 3519.63 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
0.66% | 41.20% | 1.22M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks and real estate investment trusts (“REITs”). It invests predominantly in common stocks of large- and mid-cap companies (the “Investable Universe”). The fund’s derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; (iii) volatility-linked exchange-traded notes (“ETNs”). It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Formidable Funds |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Adam Eagleston | 2.61 yrs |
Charles Ragauss | 2.61 yrs |
Michael Venuto | 2.61 yrs |
Will Brown | 2.61 yrs |
Performance Versus Category
As of March 27, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 27, 2024.
Basic Info
Investment Strategy | |
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks and real estate investment trusts (“REITs”). It invests predominantly in common stocks of large- and mid-cap companies (the “Investable Universe”). The fund’s derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; (iii) volatility-linked exchange-traded notes (“ETNs”). It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Formidable Funds |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Adam Eagleston | 2.61 yrs |
Charles Ragauss | 2.61 yrs |
Michael Venuto | 2.61 yrs |
Will Brown | 2.61 yrs |