KONGFormidable Fortress ETF
KONG Fund Description
KONG seeks to provide long-term capital appreciation by actively selecting a narrow basket of large- and midcap stocks from around the world.
KONG Factset Analytics Insight
KONG seeks long-term capital appreciation by primarily investing in large- and midcap securities from around the world, including developed and emerging markets. The actively managed fund combines quantitative and fundamental analyses to identify buy, sell, or hold opportunities. The investment process seeks to identify companies with lower debt levels, lower volatility, increasing dividends, higher return on equity, operating margins, and earnings growth when compared to the broader universe. Holdings generally look to be approximately 30 securities which may include common stock, ADRs, EDRs, GDRs or REITs. The fund owns derivatives, which opens investors up to potential counterparty risk. KONG may use these derivatives for hedging purposes or to create income by writing covered call options.
KONG Summary Data
KONG Portfolio Data
KONG Index Data
KONG Portfolio Management
KONG Tax Exposures
KONG Fund Structure
KONG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KONG. KONG is rated a N/A out of 5.
KONG Top 10 Holdings[View All]
KONG Economic Development
KONG Performance Statistics
KONG Benchmark Comparison Summary
KONG Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.