FORHFormidable ETF
Seeks long-term capital appreciation.
By Formidable Funds · Launched 2021
Annual Cost
1.19%
#5,475 of 5,853 · expensive
Fund Size
$20M
#4,472 of 5,853 · small
Dividend YieldGoal
1.78%
Track Record
5 years
#2,312 of 5,853 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,535+5.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeStrategy
Active selection
What it actually holds
By weightConcentration
Top 10 holdings = 49.4% of fundmoderately concentrated
ACACIA RESEARCH CORPORATION
10.5%
United States of America
5.9%
United States of America
5.2%
United States of America
5.0%
ROYALTY PHARMA PLC
4.5%
Pan American Silver Corp.
4.3%
Brookfield Infrastructure Partners L.P.
4.1%
ROYAL GOLD, INC.
3.8%
ALLIANCE RESOURCE PARTNERS, L.P.
3.4%
GENPACT LIMITED
2.7%
Asset allocation
Stocks
84.0%
Bonds
10.8%
Cash
5.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.0%Moderate
Year-on-year price swings
Max drawdown
-20.8%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
-0.03Below average
Sortino (3Y)
-0.05Moderate downside risk
Listing
- Exchange
- NYSE Arca, Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in equity securities, including common stocks, preferred stocks, ADRs, EDRs, GDRs, and REITs. Invests in companies across sectors and market capitalizations, both domestically and internationally, including emerging markets.
- Inception date
- April 29, 2021
- Fund family
- Formidable Funds
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Data updated on 2026-08-02