Foundations Dynamic Growth ETF

Frequently Asked Questions About FDGR

What does FDGR invest in?

The fund is an actively managed exchanged traded fund (“ETF”) that, under normal market conditions, primarily invests, directly or indirectly, in equity securities and other instruments with exposure to the growth-focused U.S. equity market.

What is the expense ratio of FDGR?

Foundations Dynamic Growth ETF (FDGR) charges an expense ratio of 0.79%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FDGR?

Foundations Dynamic Growth ETF (FDGR) manages $17.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FDGR actively managed or an index fund?

FDGR is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (FDGR's is 0.79%) in exchange for the discretion to over- or under-weight positions.

When was FDGR launched?

Foundations Dynamic Growth ETF (FDGR) launched in October 2023 and is managed by the fund issuer.

How has FDGR performed?

FDGR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.