FDGR

Foundations Dynamic Growth ETF
AUM$17.0M
Expense Ratio0.79%
NAV$12.65
Holdings
InceptionOct 16, 2023

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$11.49$14.19

Avg Volume

Dividend Yield

Expense Ratio

0.79%

AUM

$17.0M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology44.86%
Consumer Cyclical13.76%
Communication Services11.53%
Healthcare7.70%
Financial Services7.56%
Industrials7.18%
Consumer Defensive2.41%
Real Estate2.32%
Energy1.23%
Basic Materials0.97%
Utilities0.50%

Country Allocation

CountryWeight %
United States95.09%
Other4.91%

Fund Information

Category
Technology
Inception Date
Oct 16, 2023
Description
The fund is an actively managed exchanged traded fund (“ETF”) that, under normal market conditions, primarily invests, directly or indirectly, in equity securities and other instruments with exposure to the growth-focused U.S. equity market.

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The Foundations Dynamic Growth ETF (FDGR) is an exchange-traded fund that launched on Oct 16, 2023. It currently manages $17.0M in assets under management. The fund charges an expense ratio of 0.79%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
1W
1M
3M
6M
YTD
1Y
+11.70%
3Y
+43.96%
5Y
+43.96%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$14.19

Current Price

52-Week Low

$11.49

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricFDGRTechnology(1413 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.79%0.67%0.80%
AUM$17.0M$6.78B$313.9M
Dividend Yield2.83%6.33%
Avg Volume1.1M194.9K
Holdings20285
Performance
1-Month Return-3.56%-2.59%
6-Month Return+1.80%-2.52%
YTD Return-1.20%-1.36%
1-Year Return+18.42%+6.92%

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