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Upturn AI SWOT - About
F/m 2-Year Investment Grade Corporate Bond ETF (ZTWO)
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Upturn Advisory Summary
03/27/2025: ZTWO (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 4.8% | Avg. Invested days 72 | 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) 12593 | Beta - | 52 Weeks Range 47.37 - 50.51 | Updated Date 04/1/2025 |
52 Weeks Range 47.37 - 50.51 | Updated Date 04/1/2025 |
Upturn AI SWOT
F/m 2-Year Investment Grade Corporate Bond ETF
ETF Overview
Overview
The F/m 2-Year Investment Grade Corporate Bond ETF seeks to provide current income by investing primarily in U.S. dollar-denominated investment-grade corporate bonds with maturities of two years or less. The fund aims to track the performance of a market-weighted index of such bonds, offering diversified exposure to the short-term corporate bond market.
Reputation and Reliability
Requires Issuer Data. The issuer's reputation and reliability depend on their history of managing fixed-income products and adherence to regulatory standards.
Management Expertise
Requires Management Data. The ETF's success depends on the expertise of the management team in navigating the corporate bond market.
Investment Objective
Goal
To provide current income by investing in a portfolio of U.S. dollar-denominated investment-grade corporate bonds with maturities of two years or less.
Investment Approach and Strategy
Strategy: The ETF tracks a market-weighted index of investment-grade corporate bonds maturing in two years or less.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: Requires Market Share Data. The ETF's market share depends on its AUM relative to other short-term corporate bond ETFs.
Total Net Assets (AUM): Requires AUM Data. State the total assets under management by ETF F/m 2-Year Investment Grade Corporate Bond ETF
Competitors
Key Competitors
- VCSH
- ISTB
- SCHI
Competitive Landscape
The short-term corporate bond ETF market is competitive, with several established players. The advantages depend on factors like expense ratio, tracking error, and liquidity. Disadvantages would be higher expense ratios or less accurate index tracking.
Financial Performance
Historical Performance: Requires Historical Performance Data. Reviewing the ETFu2019s historical returns, volatility, and risk-adjusted returns over various periods is necessary.
Benchmark Comparison: Requires Benchmark Comparison Data. Compare the ETF's performance to a relevant short-term corporate bond index.
Expense Ratio: Requires Expense Ratio Data. State the fundu2019s expense ratio, including management fees and operational costs.
Liquidity
Average Trading Volume
Requires Trading Volume Data. The ETF's liquidity is measured by its average daily trading volume, indicating ease of buying and selling shares.
Bid-Ask Spread
Requires Bid-Ask Spread Data. A narrow bid-ask spread signifies good liquidity, indicating lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and credit spreads significantly influence the ETF's performance. Sector growth prospects are less relevant for broad investment-grade corporate bonds.
Growth Trajectory
Requires Historical Growth and Strategy Data. Highlight growth trends and patterns of ETF F/m 2-Year Investment Grade Corporate Bond ETF including any changes to strategy and holdings
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge depends on its low expense ratio, accurate index tracking, and liquidity compared to its peers. Unique strategies, superior management, or niche market focus are also considered. If the ETF has a notably lower expense ratio or better tracking, it can attract more investors. Niche market focus can also be advantages in the long run.
Risk Analysis
Volatility
Requires Volatility Data. Assess F/m 2-Year Investment Grade Corporate Bond ETFu2019s historical volatility using metrics like standard deviation.
Market Risk
Market risk includes interest rate risk (rising rates can lower bond prices) and credit risk (downgrades or defaults). Diversification across many investment-grade bonds mitigates some credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking current income and capital preservation in a short-term investment-grade bond portfolio. Investors who want a safe haven during economic uncertainty.
Market Risk
The ETF is suitable for long-term investors, passive index followers, and those seeking lower volatility than longer-duration bond funds.
Summary
The F/m 2-Year Investment Grade Corporate Bond ETF offers exposure to a diversified portfolio of short-term investment-grade corporate bonds. It is suitable for risk-averse investors seeking income and capital preservation. The ETF's performance is influenced by interest rates and credit spreads. Monitoring the ETF's expense ratio, tracking error, and liquidity is crucial. Its success hinges on maintaining competitive advantages over peers and effectively tracking its benchmark index.
Similar Companies
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
ISTB
iShares Core 1-5 Year USD Bond
ISTB
iShares Core 1-5 Year USD Bond
SCHI
Schwab 5-10 Year Corporate Bond ETF
SCHI
Schwab 5-10 Year Corporate Bond ETF
VCSH
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- FactSet
- Bloomberg
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial professional. All financial data is hypothetical and may not reflect actual market conditions.
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 2-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 1.5 years but less than 2.5 years remaining to maturity.
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