The Freedom 100 Emerging Markets ETF (FRDM) employs a unique ‘freedom-weighting’ approach to select and weight equities from 24 emerging market countries. This strategy excludes state-owned enterprises with more than 20% government ownership and emphasizes metrics for personal and economic freedom in building its portfolio.
Key Fund Metrics and Structure
FRDM manages $2.97 billion in assets under management (AUM) with a competitive expense ratio of 0.49%. Investors benefit from targeted exposure to companies operating in freer environments, promoting sustainable growth and efficient capital allocation.
Strong Performance Amid U.S. Market Challenges
Since its inception, FRDM has delivered superior returns compared to broader markets. This outperformance persists even as the S&P 500 experiences high volatility and remains essentially flat year-to-date, following Nvidia’s strong Q4 results that exceeded expectations.
Historical data underscores the effectiveness of FRDM’s investment philosophy, positioning it as a compelling option for those seeking growth in emerging markets while navigating U.S. market stagnation.
