Key stats
About Formidable ETF
Expense ratio
1.19%
Home page
Inception date
Apr 28, 2021
FORH mainly holds equity securities but pursues a broad range of investment strategies that cut across asset classes and styles. The investment process begins by identifying investment themes and market inefficiencies in order to provide uncorrelated returns to those of the broad equity and fixed income markets. Specifically the adviser considers market segments, products, and services positioned to benefit from innovative developments in commerce. Both quantitative and fundamental analysis along with valuation and technical considerations is utilized to make individual stock buy and sell decisions. The fund may also use derivates, including options and volatility-linked ETFs or ETNs, to protect against market declines.
Classification
What's in the fund
Exposure type
Commercial Services
Non-Energy Minerals
Stocks87.14%
Commercial Services11.82%
Non-Energy Minerals11.23%
Energy Minerals8.54%
Consumer Non-Durables8.48%
Health Technology7.17%
Producer Manufacturing6.84%
Retail Trade6.76%
Utilities5.92%
Industrial Services5.53%
Finance4.40%
Process Industries4.04%
Miscellaneous2.70%
Consumer Services2.30%
Transportation1.41%
Bonds, Cash & Other12.86%
Government9.58%
Cash3.28%