Skip to content

FGSMFrontier Asset Global Small Cap Equity ETF

Grow my money1y track recordRanked #2,517 of 2,998 in this goal

Seeks long-term total return.

By Frontier Asset Management, LLC · Launched 2024

Annual Cost

0.82%

#4,402 of 5,861 · expensive

Fund Size

$51M

#3,629 of 5,861 · mid-size

Return (1Y)Goal

+28.1%

Track Record

1 year

#3,946 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,922+29.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Small

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 6 holdings = 99.6% of funddiversified through underlying funds

Avantis International Small Cap Value ETF
28.0%
iShares Core S&P Small-Cap ETF
21.9%
iShares US Small-Cap Equity Factor ETF
21.8%
Avantis US Small Cap Value ETF
11.7%
iShares Intl Small Cap Equity Factor ETF
10.3%
Neuberger Small-Mid Cap ETF
5.9%

Asset allocation

Stocks
98.6%
Cash
1.4%

By sector

Industrials
19.4%
Financial Services
16.3%
Consumer Cyclical
14.0%
Technology
12.7%
Basic Materials
9.2%
Healthcare
8.7%
Energy
6.8%
Real Estate
4.5%
Other
8.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.2%Moderate

Year-on-year price swings

Max drawdown
-17.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term total return.
Strategy
Actively manages a portfolio primarily invested in equity securities of small-capitalization companies, with at least 40% in non-U.S. companies. The Fund utilizes a fund of funds approach, investing in other ETFs to achieve its desired asset allocation mix.
Inception date
December 19, 2024
Fund family
Frontier Asset Management, LLC

What's next?

You've looked at FGSM. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-04