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FMCX
+0.79 · +2.33%
$34.67 · NYSE ARCA

Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF (FMCX) ETF Analysis | Large Blend

First Manhattan Co. · USA
AUM:$108.5M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.70% — moderate cost. Consider how fees compound over long holding periods.

What is FMCX?

The fund is an actively managed ETF that, during normal market conditions, seeks to invest in approximately 25-35 U. exchange-traded common stocks of companies that are listed on U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
FMCX returned 6.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.70%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 53.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$108.5M
Expense Ratio0.70%
Dividend Yield0.35%
Holdings29
Inception DateApr 2022
Domicile–
Distribution–
Index–
ProviderFirst Manhattan Co.
Beta1.02
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.3%
1Y
+9.1%
3Y
+54.4%
5Y
+55.5%
OpenBook InsightIf you had invested £10,000 in FMCX 5 years ago, it would have grown to £15,546 — a gain of £5,546.

Annual Returns

Calendar year performance

FMCX delivered positive returns in 4 of the last 5 calendar years.
YearFMCX
2026 YTD+7.9%
2025+11.5%
2024+20.3%
2023+22.0%
2022-11.2%
CAGR 4yr+9.8%
4/5 positive yearsAvg return: +10.1%Worst year: -11.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
14.5%
Low
Momentum
+4.5%
30-day change
Support Level
36.65
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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