Foundations Dynamic Core Etf Profile

FDCE Etf   13.26  0.10  0.76%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Foundations Dynamic is trading at 13.26 as of the 24th of November 2024, a 0.76 percent increase since the beginning of the trading day. The etf's lowest day price was 13.23. Foundations Dynamic has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Foundations Dynamic Core are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
Foundations Dynamic is entity of United States. It is traded as Etf on BATS exchange. More on Foundations Dynamic Core

Moving together with Foundations Etf

  0.98VTI Vanguard Total StockPairCorr
  0.97SPY SPDR SP 500 Aggressive PushPairCorr
  0.97IVV iShares Core SPPairCorr
  0.92VIG Vanguard DividendPairCorr
  0.97VV Vanguard Large CapPairCorr
  0.96RSP Invesco SP 500PairCorr

Moving against Foundations Etf

  0.81ULE ProShares Ultra EuroPairCorr
  0.79YCL ProShares Ultra YenPairCorr
  0.78FXY Invesco CurrencySharesPairCorr
  0.77VIIX VIIXPairCorr

Foundations Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationBroad Equity ETFs, Strategy ETFs, Large Blend (View all Sectors)
IssuerRegents Park Funds
Inception Date2023-10-02
Entity TypeRegulated Investment Company
Asset Under Management2.96 Million
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorUltimus Fund Solutions, LLC
AdvisorRegents Park Funds, LLC
CustodianBrown Brothers Harriman & Co.
DistributorNorthern Lights Distributors, LLC
Portfolio ManagerDarren Leavitt
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End31-Jul
ExchangeCboe BZX Exchange, Inc.
Number of Constituents7.0
Market MakerVirtu Financial
Total Expense0.79
Management Fee0.79
200 Day M A12.0044
Country NameUSA
50 Day M A12.7128
CodeFDCE
Updated At23rd of November 2024
Returns Y T D18.91
NameFoundations Dynamic Core ETF
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG01HSD2BM1
TypeETF
1y Volatility12.28
Foundations Dynamic Core [FDCE] is traded in USA and was established null. The fund is listed under Large Blend. The entity is thematically classified as Broad Equity ETFs. Foundations Dynamic Core currently have in assets under management (AUM). , while the total return for the last year was 27.3%.
Check Foundations Dynamic Probability Of Bankruptcy

Foundations Dynamic Core Currency Exposure

Foundations Dynamic Core holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Foundations Dynamic will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Foundations Dynamic Core.

Top Foundations Dynamic Core Etf Constituents

Foundations Dynamic Core Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Foundations Dynamic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Foundations Dynamic Against Markets

When determining whether Foundations Dynamic Core is a strong investment it is important to analyze Foundations Dynamic's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Foundations Dynamic's future performance. For an informed investment choice regarding Foundations Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Foundations Dynamic Core. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
The market value of Foundations Dynamic Core is measured differently than its book value, which is the value of Foundations that is recorded on the company's balance sheet. Investors also form their own opinion of Foundations Dynamic's value that differs from its market value or its book value, called intrinsic value, which is Foundations Dynamic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Foundations Dynamic's market value can be influenced by many factors that don't directly affect Foundations Dynamic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Foundations Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Foundations Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Foundations Dynamic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.