Formidable ETF (FORH)
22.57
+0.03
(+0.15%)
USD |
NYSEARCA |
May 19, 16:00
Key Stats
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| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 1.19% | -0.03% | 19.76M | 2977.30 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.80% | 51.00% | -5.462M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks long-term capital appreciation. Under normal market conditions, the Fund seeks to meet its objective by investing primarily in equity securities, including common stocks, preferred stocks, related depository receipts, and real estate investment trusts. The Fund invests predominantly in common stocks. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | Formidable |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of May 20, 2025.
Asset Allocation
As of April 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.53% |
| Stock | 75.58% |
| Bond | 14.91% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 7.98% |
Basic Info
| Investment Strategy | |
| The Fund seeks long-term capital appreciation. Under normal market conditions, the Fund seeks to meet its objective by investing primarily in equity securities, including common stocks, preferred stocks, related depository receipts, and real estate investment trusts. The Fund invests predominantly in common stocks. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | Formidable |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |