FMCE

FM Compounders Equity ETF

$26.52
+0.00%
Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The FM Compounders Equity ETF (FMCE) seeks to provide long-term capital appreciation by investing in a portfolio of global companies that exhibit strong potential for sustainable growth and compounding returns over time.

Overview

ETF tracking FM Compounders Equity ETF

Category Currency
Issuer Other
Inception Date 2024-11-11
Market Cap $63.3M
Average Volume N/A
Dividend Yield 0.44%
52-Week Range $22.71 - $27.42
VWAP $26.56

Performance

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Investment Summary

📎 Investment Objective

The FM Compounders Equity ETF (FMCE) seeks to provide long-term capital appreciation by investing in a portfolio of global companies that exhibit strong potential for sustainable growth and compounding returns over time.

🎯 Investment Strategy

The ETF follows a fundamentally-driven, bottom-up investment approach to identify high-quality companies with durable competitive advantages, consistent profitability, and the ability to reinvest capital at attractive rates of return. The portfolio is actively managed and diversified across sectors and regions.

✨ Key Features

  • Focuses on global companies with strong business models and long-term growth potential
  • Actively managed portfolio aiming to identify undervalued, high-quality businesses
  • Diversified across sectors and regions to manage risk
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Equity market risk: The value of the ETF's holdings may fluctuate due to general market conditions
  • Currency risk: The ETF's international investments are subject to fluctuations in foreign exchange rates
  • Concentration risk: The portfolio may be concentrated in certain sectors or regions, increasing volatility
  • Active management risk: The ETF's performance depends on the investment decisions made by the portfolio manager

👤 Best For

The FM Compounders Equity ETF may be suitable for long-term investors seeking global equity exposure and the potential for capital appreciation through a portfolio of high-quality, growth-oriented companies. This ETF may be appropriate for investors with a moderate to high-risk tolerance and a long-term investment horizon.