What is the expense ratio of FIZY?

Expense ratio data for FIZY is shown on the page when available from our data provider.

What are the largest holdings in FIZY?

FIZY's top holdings are listed on this page when available.

How can PortView analyze FIZY overlap with other ETFs?

PortView computes the holdings overlap between FIZY and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Fitz-Gerald Must Have Portfolio® and Options Overlay (FIZY) ETF Holdings & Analysis

ETFOther

$25.51-0.84%

1-year price historyRange $25.48 – $26.58

52-week range$25.51

$25.37$26.67

What FIZY does

An actively managed exchange-traded fund that has a primary investment objective to seek current income through options strategies, and a secondary investment objective to seek long-term capital appreciation by investing in equity securities selected using a proprietary “Must Have Portfolio®” framework.

Fund profile

PortView Portfolio Insights

PortView analyzes how FIZY fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Analyze FIZY in PortView →

Related securities

Frequently asked questions

What does FIZY track?: FIZY is the Fitz-Gerald Must Have Portfolio® and Options Overlay ETF, a Other ETF.
What is the expense ratio of FIZY?: Expense ratio data for FIZY is shown on the page when available from our data provider.
What are the largest holdings in FIZY?: FIZY's top holdings are listed on this page when available.
How can PortView analyze FIZY overlap with other ETFs?: PortView computes the holdings overlap between FIZY and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.