Arm Holdings PLC ADRhedged

Frequently Asked Questions About ARMH

What does ARMH invest in?

This investment portfolio is structured to ordinarily commit a minimum of 95% of its total assets to American Depositary Receipts (ADRs) issued by Arm Holdings Plc. Additionally, it employs a currency swap as a financial instrument specifically designed to mitigate the impact of exchange rate volatility between the U.S. dollar and the British Pound. It's important to note that this fund operates on a non-diversified basis.

What is the expense ratio of ARMH?

Arm Holdings PLC ADRhedged (ARMH) charges an expense ratio of 0.19%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ARMH?

Arm Holdings PLC ADRhedged (ARMH) manages $4.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is ARMH actively managed or an index fund?

ARMH is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (ARMH's is 0.19%) in exchange for the discretion to over- or under-weight positions.

When was ARMH launched?

Arm Holdings PLC ADRhedged (ARMH) launched in March 2025 and is managed by ADR hedged.

How has ARMH performed?

ARMH's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.