FMCX
Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
1 year +5.4%Assets$117.75MFirst Manhattan Co.
Fee0.73%a year
Yield0.3%
This year+6.2%
5 years+0.0%a year on average
Components32top 10: 45%
Returns
This year
+6.2%
1 year
+5.4%
3 years, yearly
+17.1%
5 years, yearly
+0.0%
10 years, yearly
+0.0%
The fund's own total return. Volatility 14.2% over one year, 14.0% over three; Sharpe ratio over three years 0.80.
Sectors
Technology32.2%
Industrials21.6%
Consumer Cyclicals15.4%
Financial Services13.5%
Healthcare9.6%
Communication Services5.2%
Basic Materials4.0%
Regions
North America91.8%
Europe Developed6.0%
Asset classes
Stock US91.6%
Stock non-US5.9%
Cash4.9%
About the fund
- Issuer
- First Manhattan Co.
- Since
- 2022-04-22
- Listed on
- NYSE ARCA
- ISIN
- US66538H2114
- Turnover
- 0% a year
The fund is an actively managed ETF that, during normal market conditions, seeks to invest in approximately 25-35 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. From time to time, the fund may hold a greater number of common stocks. The fund is non-diversified.
From the market data provider's fund data, read 2026-10-22. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.