Formidable ETF (FORH)
22.28
-0.31
(-1.39%)
USD |
NYSEARCA |
Apr 18, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 1.19% | -0.27% | 26.25M | 4069.83 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 3.89% | 59.95% | -2.819M | 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 primarily in equity securities, including common stocks, preferred stocks, related depository receipts, REITs, and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks. 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/Value |
| 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 |
| Fund Owner Firm Name | Formidable Funds |
| Prospectus Benchmark Index | |
| S&P MidCap 400 TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Adam Eagleston | 2.93 yrs |
| Charles Ragauss | 2.93 yrs |
| Michael Venuto | 2.93 yrs |
| Will Brown | 2.93 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 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 primarily in equity securities, including common stocks, preferred stocks, related depository receipts, REITs, and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks. 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/Value |
| 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 |
| Fund Owner Firm Name | Formidable Funds |
| Prospectus Benchmark Index | |
| S&P MidCap 400 TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Adam Eagleston | 2.93 yrs |
| Charles Ragauss | 2.93 yrs |
| Michael Venuto | 2.93 yrs |
| Will Brown | 2.93 yrs |