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KONG
+0.68 · +2.25%
$30.86 · NYSE ARCA

Formidable Fortress ETF (KONG) ETF Analysis | Mid-Cap Blend

Formidable Funds · USA
AUM:$22.2M
#– of – in Mid-Cap 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 5.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.89% — above average for this category.

What is KONG?

Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks and real estate investment trusts ("REITs"). It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
KONG returned 5.7% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.89% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 46.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$22.2M
Expense Ratio0.89%
Dividend Yield0.36%
Holdings31
Inception DateJul 2021
Domicile–
Distribution–
Index–
ProviderFormidable Funds
Beta0.65
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.0%
1Y
+9.6%
3Y
+29.6%
5Y
+32.1%
OpenBook InsightIf you had invested £10,000 in KONG 5 years ago, it would have grown to £13,211 — a gain of £3,211.

Annual Returns

Calendar year performance

KONG delivered positive returns in 4 of the last 5 calendar years.
YearKONG
2026 YTD+8.5%
2025+6.7%
2024+9.5%
2023+12.8%
2022-8.6%
CAGR 4yr+4.7%
4/5 positive yearsAvg return: +5.8%Worst year: -8.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
18.0%
Low
Momentum
+6.8%
30-day change
Support Level
30.76
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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