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Upturn AI SWOT - About
F/m 10-Year Investment Grade Corporate Bond ETF (ZTEN)
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Upturn Advisory Summary
03/27/2025: ZTEN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 3.38% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 2222 | Beta - | 52 Weeks Range 45.80 - 50.76 | Updated Date 04/1/2025 |
52 Weeks Range 45.80 - 50.76 | Updated Date 04/1/2025 |
Upturn AI SWOT
F/m 10-Year Investment Grade Corporate Bond ETF
ETF Overview
Overview
The F/m 10-Year Investment Grade Corporate Bond ETF aims to provide investment results that closely correspond, before fees and expenses, to the performance of the ICE BofA 10+ Year US Corporate Index. It focuses on investment-grade corporate bonds with maturities of 10 years or more.
Reputation and Reliability
Issuer's reputation for providing reliable and consistent investment products.
Management Expertise
Management team's experience in fixed-income investments and ETF management.
Investment Objective
Goal
Seeks to track the investment results of the ICE BofA 10+ Year US Corporate Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the ICE BofA 10+ Year US Corporate Index.
Composition The ETF holds a portfolio of investment-grade corporate bonds with maturities of 10 years or greater.
Market Position
Market Share: Market share varies based on fund flows and overall market dynamics within the long-term corporate bond ETF segment.
Total Net Assets (AUM): Data needed from Financial Sources
Competitors
Key Competitors
- VCLT
- TLT
- LWC
Competitive Landscape
The long-term corporate bond ETF market is competitive, with several large players offering similar investment strategies. F/m ETF's competitive advantages depends on expense ratio and tracking error. Disadvantages can include lower AUM impacting liquidity.
Financial Performance
Historical Performance: Historical performance data is required from Financial Sources.
Benchmark Comparison: Comparison against the ICE BofA 10+ Year US Corporate Index is required from Financial Sources.
Expense Ratio: Data needed from Financial Sources
Liquidity
Average Trading Volume
Average trading volume data is needed from Financial Sources.
Bid-Ask Spread
Bid-ask spread data is needed from Financial Sources.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation expectations, and credit spreads heavily influence the performance of the ETF. Corporate bond market conditions and overall economic outlook impact fund performance.
Growth Trajectory
Growth depends on investor demand for long-term corporate bond exposure and relative performance compared to peers. Changes to strategy and holdings are minimal due to passive tracking.
Moat and Competitive Advantages
Competitive Edge
F/m ETF's competitive advantages may include a lower expense ratio or a slightly better tracking efficiency. It's main strength is following the 10-year investment grade corporate bond index. However, larger ETF's have more liquidity. Success relies on consistent index tracking.
Risk Analysis
Volatility
Historical volatility data is required from Financial Sources.
Market Risk
The ETF is subject to interest rate risk, credit risk, and inflation risk. Rising interest rates can negatively impact bond prices. Downgrades in credit ratings of underlying bonds can also decrease value.
Investor Profile
Ideal Investor Profile
The ETF is suited for investors seeking stable income and long-term capital appreciation through exposure to investment-grade corporate bonds. Investors who have a long-term investment horizon are ideal.
Market Risk
The ETF is suitable for long-term investors and passive index followers who want consistent exposure to investment-grade corporate bonds.
Summary
The F/m 10-Year Investment Grade Corporate Bond ETF tracks the ICE BofA 10+ Year US Corporate Index, offering exposure to long-term investment-grade corporate bonds. Its performance is highly sensitive to interest rate movements and credit conditions. The ETF is suitable for long-term investors looking for income and capital appreciation. Investors should consider interest rate risk and compare its expense ratio and tracking error to competitors. The ETF offers stable returns with low management overheads.
Similar Companies
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
TLT
iShares 20+ Year Treasury Bond ETF
TLT
iShares 20+ Year Treasury Bond ETF
VCLT
Vanguard Long-Term Corporate Bond Index Fund ETF Shares
VCLT
Vanguard Long-Term Corporate Bond Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Issuer Website
- Financial Data Providers (e.g., Bloomberg, Morningstar)
- Index Provider (ICE BofA)
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About F/m 10-Year Investment Grade Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, F/m Investments, LLC d/b/a North Slope Capital, LLC (the "Adviser") seeks to achieve the fund"s investment objective by investing at least 80% of the fund"s net assets (plus any borrowings for investment purposes) in investment grade corporate bonds that have at least 9.5 years but less than 10.5 years remaining to maturity.
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