(FDGR) Foundations Dynamic Growth - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Large Growth
FDGR: U.S. Stocks, Equity Securities
The Foundations Dynamic Growth ETF (BATS:FDGR) is an actively managed exchange-traded fund designed to capitalize on growth opportunities in the U.S. equity market. Under normal market conditions, the fund primarily invests in equity securities and other instruments that provide exposure to growth-focused companies. These companies are typically characterized by high revenue growth, expanding margins, and strong earnings momentum. The funds active management approach allows for dynamic adjustments to sector weights and individual holdings based on market conditions and growth prospects.
From a technical perspective, FDGR is currently trading below its 20-day and 50-day simple moving averages (SMA), which are 13.74 and 13.94, respectively. The 200-day SMA of 13.18 suggests that the fund has been trading in a relatively narrow range over the past year. The Average True Range (ATR) of 0.18 indicates low volatility, while the average 20-day volume of 1035 shares highlights limited trading activity. With an AUM of $2.33M, the fund is relatively small, which may impact liquidity and price stability.
Over the next three months, FDGR is expected to remain range-bound, with potential resistance at its 50-day SMA (13.94) and support at its 200-day SMA (13.18). The low ATR of 0.18 suggests that price movements will likely remain subdued, with minimal breakout potential. However, if broader market conditions improve and growth stocks regain momentum, FDGR could see a modest recovery toward its 50-day SMA. Conversely, if market volatility increases, the funds small AUM and low trading volume could lead to heightened price sensitivity.
Additional Sources for FDGR ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FDGR ETF Overview
Market Cap in USD | 2m |
Category | Large Growth |
TER | 0.79% |
IPO / Inception | 2023-10-02 |
FDGR ETF Ratings
Growth 5y | 55.3% |
Fundamental | - |
Dividend | 1.0% |
Rel. Strength Industry | -0.27 |
Analysts | - |
Fair Price Momentum | 11.92 USD |
Fair Price DCF | - |
FDGR Dividends
Dividend Yield 12m | 0.00% |
Yield on Cost 5y | % |
Annual Growth 5y | -100.00% |
Payout Consistency | 1.0% |
FDGR Growth Ratios
Growth Correlation 3m | -39.4% |
Growth Correlation 12m | 88.2% |
Growth Correlation 5y | 95.3% |
CAGR 5y | 19.32% |
CAGR/Max DD 5y | 1.59 |
Sharpe Ratio 12m | 1.02 |
Alpha | -2.61 |
Beta | 1.27 |
Volatility | 26.27% |
Current Volume | 0.6k |
Average Volume 20d | 1.1k |
As of March 14, 2025, the stock is trading at USD 12.69 with a total of 571 shares traded.
Over the past week, the price has changed by -3.56%, over one month by -11.22%, over three months by -11.16% and over the past year by +6.73%.
Partly, yes. Based on ValueRay Analyses, Foundations Dynamic Growth (BATS:FDGR) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 55.28 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FDGR as of March 2025 is 11.92. This means that FDGR is currently overvalued and has a potential downside of -6.07%.
Foundations Dynamic Growth has no consensus analysts rating.
According to ValueRays Forecast Model, FDGR Foundations Dynamic Growth will be worth about 13.4 in March 2026. The stock is currently trading at 12.69. This means that the stock has a potential upside of +5.67%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 13.4 | 5.7% |