FFSG : FormulaFolios Smart Growth ETF

FFSG is a Allocation Market All-In-One with MODERATE fees.

FFSG

FormulaFolios Smart Growth ETF

FI Score

30 /100

Diversification Rating

2 /10

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

30% FI Score
  • ffsg
  • ETF
  • Allocation
  • All-In-One

FormulaFolios Smart Growth ETF

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide capital growth. The fund seeks to achieve its investment objective by investing through other unaffiliated ETFs primarily in domestic and foreign growth-oriented equity securities of any market capitalization and U.S. Treasuries or other cash equivalents. It is generally 100% invested in growth-oriented equity ETFs when the adviser's investment models indicate a bullish trend for the equity market, and is generally 50% invested in growth-oriented equity ETFs and 50% invested in U.S. treasuries and/or U.S. short-term bonds to hedge risk when the adviser's models indicate a bearish trend for the equity markets.

Largest Holdings

Amount Holding
36.00% iShares Core S&P 500 ETF
16.98% iShares Core S&P Mid-Cap ETF
15.50% iShares Core S&P Small-Cap ETF
13.01% iShares Core MSCI EAFE ETF
9.77% iShares U.S. Real Estate ETF
8.14% iShares Core MSCI Emerging Markets ETF

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo