ARMH – Arm Holdings PLC ADRhedged – ETF Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks to provide investment results that correspond generally, before fees and expenses, to the total return of the ordinary shares of Arm Holdings Plc in its local market. The series, under normal circumstances, invests at least 95% of its net assets in American Depositary Receipts of the Arm Holdings Plc. It invests in the ADRs of the company and a currency swap designed to hedge against fluctuations in the exchange rate between the U.S. dollar and the British Pound. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ARMH	Arm Holdings PLC ADRhedged	ETF	Open	—	—	Mar 13, 2025	$4.05M	0.190%	—	—	—

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