FDM Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$265.3M
Expense ratio0.60%
Dividend yield1.11%
InceptionSep 27, 2005

Top holdings (149 total)

#NameWeight
1
STOK
Stoke Therapeutics inc
2.29%
2
TTI
Tetra Technologies inc
1.92%
3
NWPX
Nwpx Infrastructure inc
1.81%
4
DCH
Dauch Corp
1.61%
5
PLOW
Douglas Dynamics inc
1.56%
6
UFCS
United Fire Group inc
1.45%
7
DLX
Deluxe Corp
1.37%
8
TDAY
Usa Today co inc
1.35%
9
ODC
Oil-dri Corp of America
1.31%
10
UVE
Universal Insurance Holdings inc
1.30%
Page 1 of 15 · 149 total

Sector breakdown

#NameWeight
1
Financials
43.20%
2
Industrials
14.20%
3
Consumer Discretionary
12.40%
4
Healthcare
6.30%
5
Energy
6.20%
6
Information Technology
5.70%
7
Consumer Staples
4.70%
8
Communication Services
3.10%
9
Materials
2.00%
10
Utilities
0.90%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

49 articles · sorted by date
Page 1 of 3 · 49 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer