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Upturn AI SWOT - About
Rbb Fund Inc - US Treasury 10 Year Note ETF (UTEN)
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Upturn Advisory Summary
08/14/2025: UTEN (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.
Analysis of Past Performance
Type ETF | Historic Profit 5.76% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 41.10 - 44.63 | Updated Date 06/29/2025 |
52 Weeks Range 41.10 - 44.63 | Updated Date 06/29/2025 |
Upturn AI SWOT
Rbb Fund Inc - US Treasury 10 Year Note ETF
ETF Overview
Overview
The Rbb Fund Inc - US Treasury 10 Year Note ETF seeks to track the investment results of an index composed of U.S. Treasury securities with a maturity of approximately 10 years, focusing on providing exposure to the intermediate-term U.S. government bond market.
Reputation and Reliability
Information about the issuer's reputation and track record in the ETF market is not available without real-time data.
Management Expertise
Information about the management's experience and expertise is not available without real-time data.
Investment Objective
Goal
To track the investment results of an index composed of U.S. Treasury securities with a maturity of approximately 10 years.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of an index of U.S. Treasury securities with around a 10-year maturity.
Composition The ETF primarily holds U.S. Treasury bonds.
Market Position
Market Share: Market share data for this specific ETF is unavailable without access to real-time market data.
Total Net Assets (AUM): AUM data for this specific ETF is unavailable without access to real-time market data.
Competitors
Key Competitors
- IEF
- VGIT
- SCHR
Competitive Landscape
The ETF market is competitive, with several large players offering similar Treasury bond ETFs. The competitive advantages of Rbb Fund Inc - US Treasury 10 Year Note ETF would depend on factors such as expense ratio, tracking error, and liquidity. The performance and fees need to be competitive to attract investors. The ETF would need to distinguish itself with unique strategies or lower fees to gain market share. The ETF's success depends on its ability to accurately track its benchmark while keeping costs low.
Financial Performance
Historical Performance: Historical performance data is unavailable without real-time data sources.
Benchmark Comparison: Benchmark comparison data is unavailable without real-time data sources.
Expense Ratio: Expense ratio data for this specific ETF is unavailable without access to real-time market data.
Liquidity
Average Trading Volume
Average trading volume data is unavailable without real-time data sources; thus, liquidity assessment is not possible.
Bid-Ask Spread
Bid-ask spread data is unavailable without real-time data sources; thus, cost of trading assessment is not possible.
Market Dynamics
Market Environment Factors
Interest rate changes, inflation expectations, and Federal Reserve policy decisions significantly influence the performance of U.S. Treasury securities.
Growth Trajectory
Growth trends depend on market demand for Treasury bonds and the ETF's ability to attract assets. Any strategy and holding changes would affect the investment trajectory.
Moat and Competitive Advantages
Competitive Edge
Rbb Fund Inc - US Treasury 10 Year Note ETF's competitive edge would depend on its ability to offer a cost-effective and accurate tracking of the 10-year Treasury market. The ETF should differentiate itself by maintaining a low expense ratio compared to competitors and have low tracking errors. A strong distribution network and investor awareness would also contribute to its competitive edge. Further potential advantages depend on the ETF's specific construction and management.
Risk Analysis
Volatility
Historical volatility data is not available without real-time data sources.
Market Risk
The ETF is exposed to interest rate risk, where rising interest rates can cause bond prices to decline. Inflation risk is also relevant as unexpected inflation can erode the real value of fixed income securities. Credit risk is generally low as the ETF invests in U.S. Treasury securities.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking stable income and diversification through U.S. government bonds. Investors who believe interest rates may decline or remain stable may find this ETF suitable.
Market Risk
The ETF is suitable for long-term investors seeking a low-risk fixed income allocation. It is less suitable for active traders seeking short-term gains.
Summary
The Rbb Fund Inc - US Treasury 10 Year Note ETF aims to provide exposure to the intermediate-term U.S. government bond market by tracking an index of 10-year Treasury securities. Its success depends on maintaining a low expense ratio, accurately tracking its benchmark, and attracting assets in a competitive market. Investors should consider interest rate risk and inflation risk when investing in this ETF. It is a good tool for long term investors seeking fixed income from US treasuries.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available ETF prospectuses and fact sheets (general information).
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Real-time data is necessary for accurate financial analysis. Market share and AUM data is assumed to be unavailable and represented as 0.0. This analysis is based on the general understanding of ETF investment strategies. Consult a financial advisor before making any investment decisions.
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 Rbb Fund Inc - US Treasury 10 Year Note ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, F/m Investments 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 the component securities of the underlying index. The index is a one-security index comprised of the most recently issued 10-year U.S. Treasury note.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.