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FFOX is an actively managed equity ETF built to find small- and mid-cap companies globally that management believes are positioned to win from long-term “megatrends” like technology shifts, demographics, and sustainability.
Instead of tracking an index, the portfolio is selected through a proprietary, research-driven process aimed at identifying “thematic winners” with valuations the managers view as reasonable.
The team can buy and sell holdings as their conviction changes, and the fund may lend out securities (up to about one-third of assets) to generate extra income.
You own a basket of smaller and mid-sized companies from the U.S. and other countries that the managers think will benefit from big, long-lasting trends. The managers pick and change the companies themselves, rather than following a fixed list.
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Broad Thematic
