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FITZ
NYSE
$24.37

Fitz-Gerald Must Have Portfolio (FITZ)

Net assets

$76M

Inception date

May 27, 2026

Expense ratio

0.75%

Sharpe Ratio

-2.02

Price Chart

Valuation
Net assets$76M
P/E37.69
Forward P/E25.61
PEG0.44
P/S4.92
P/B6.75
Profitability
Profit Margin28.7%
Operating Margin7.5%
Financial Health
Debt-to-Equity38.3%
Growth & Risk
EPS 5Y CAGR+26.01%
Revenue 5Y CAGR+19.33%
FCF 5Y CAGR+27.38%
Beta (5Y)0.83
Sharpe Ratio-2.02