FDGR

$14.17 ()
AUM $17.0MER 0.79%NAV $12.65Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$12.92$14.19

Avg Volume

21.3K

Dividend Yield

0.08%

Expense Ratio

0.79%

AUM

$17.0M

Shares Outstanding

172.6K

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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VTIVanguard Total Stock Market ETF$2.00T
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IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

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

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
+9.67%
3Y
+43.91%
5Y
+43.91%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$14.19

Current Price

$14.17

52-Week Low

$12.92

$12.92$14.19

Current Yield

0.08%

Annual Dividend

$0.0120

Frequency

1x/year

Last Ex-Date

Dec 26, 2023

Dividend History

Ex-DateAmountPay Date
Dec 26, 2023$0.0120Jan 2, 2024

Dividend Payments Over Time

Category Comparison

MetricFDGRTechnology(1414 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.79%0.67%0.80%
AUM$17.0M$6.79B$325.7M
Dividend Yield0.08%2.97%6.78%
Avg Volume21.3K575.4K144.4K
Holdings20083
Performance
1-Month Return+9.17%+3.51%
6-Month Return+7.10%-0.34%
YTD Return+7.03%+2.47%
1-Year Return+40.63%+13.40%

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