FDGR vs. PRMN ETF Comparison

Comparison of Foundations Dynamic Growth ETF (FDGR) to PlanRock Market Neutral Income ETF (PRMN)

FDGR

Foundations Dynamic Growth ETF

FDGR Description

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.

Grade (RS Rating)

Last Trade

$13.68

Average Daily Volume

73,048

Number of Holdings ^*

4

* may have additional holdings in another (foreign) market

PRMN

PlanRock Market Neutral Income ETF

PRMN Description

The fund strategy follows a proprietary, rules-based methodology that selects global high dividend-paying ETFs or stocks from those listed on an exchange and with significant underlying security liquidity, while using offsetting short positions through equity index futures. The strategy allocates to long and short equity index futures, volatility futures, options and options on futures to neutralize equity risk exposure and control volatility similar to the global bond market, while striving to achieve high dividend income and capital appreciation over the long-term.

Grade (RS Rating)

Last Trade

$29.13

Average Daily Volume

286

Number of Holdings ^*

8

* may have additional holdings in another (foreign) market

Performance

Period	FDGR	PRMN
30 Days	3.16%	-0.03%
60 Days	6.50%	-0.04%
90 Days	7.46%	0.89%
12 Months	28.52%

0 Overlapping Holdings

	Symbol	Grade	Weight in FDGR	Weight in PRMN	Overlap

FDGR Overweight 4 Positions Relative to PRMN

	Symbol	Grade	Weight
	MGK	B	14.6%
	IUSG	B	14.34%
	VOT	A	8.53%
	VBK	A	8.36%

FDGR Underweight 8 Positions Relative to PRMN

	Symbol	Grade	Weight
	DBMF	D	-28.46%
	DES	B	-16.97%
	SCHD	A	-16.92%
	CALF	B	-15.9%
	DVYE	C	-15.86%
	VYMI	C	-15.82%
	HDEF	D	-15.69%
	DEM	D	-14.9%

FDGR: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Stock Market Index Capitalization Weighted Index Investment Management Russell 3000 Growth Index

PRMN: Top Represented Industries & Keywords

Industries:

Keywords: Exchange Traded Fund Dividend Yield ETF Index Fund Dividend Wisdomtree Investments Convertibles Dow Jones Industrial Average Index Exchange Traded Funds Ftse All Share Index High Yield Stocks Investment Management MSCI EAFE Master Limited Partnership Preferred Stock Proprietary Software Real Estate Investment Trust S&P 500 Dividend Aristocrats Short Selling Sovereign Wealth Funds