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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
10/24/2025: 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 9.12% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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. The ETF focuses on providing exposure to the intermediate-term U.S. Treasury market and utilizes a passive investment strategy.
Reputation and Reliability
Information regarding the issuer's reputation and reliability is not readily available without specifying the ETF ticker symbol. Generally, established fund providers have strong reputations.
Management Expertise
Information regarding the management's expertise is unavailable without the ETF ticker.
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 employs a passive management strategy, seeking to replicate the performance of its underlying index.
Composition The ETF's assets primarily consist of U.S. Treasury notes with maturities around 10 years.
Market Position
Market Share: Market share data is unavailable without the ticker symbol.
Total Net Assets (AUM): AUM data is not available without the ticker symbol.
Competitors
Key Competitors
- IEF
- VGIT
- TLH
Competitive Landscape
The U.S. Treasury ETF market is competitive, with several large players dominating the landscape. RBB Fund Inc - US Treasury 10 Year Note ETF may offer a more specialized approach. Advantages include a potentially lower expense ratio or optimized tracking. Disadvantages involve smaller AUM and lower liquidity compared to larger competitors like IEF.
Financial Performance
Historical Performance: Historical performance data is not available without the ticker symbol.
Benchmark Comparison: Benchmark comparison is not available without the ticker symbol.
Expense Ratio: Expense ratio data is not available without the ticker symbol.
Liquidity
Average Trading Volume
Average trading volume information is not available without the ticker symbol.
Bid-Ask Spread
Bid-ask spread information is not available without the ticker symbol.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and Federal Reserve policy decisions significantly impact the performance of U.S. Treasury ETFs. Demand for safe-haven assets and overall market sentiment also play a crucial role.
Growth Trajectory
The ETF's growth depends on prevailing interest rate environments, investor demand for fixed-income assets, and the ETF's ability to track its underlying index effectively. Changes to strategy and holdings would depend on adjustments to the index being tracked.
Moat and Competitive Advantages
Competitive Edge
RBB Fund Inc - US Treasury 10 Year Note ETF's competitive advantage, if any, could stem from a lower expense ratio, a more efficient tracking methodology, or a focus on a specific segment of the 10-year Treasury market. It could also be an attractive alternative for those looking for something besides the current dominant offerings. However, further analysis needs to be done on expense ratio, fees and historical tracking performance to properly determine the competitive edge.
Risk Analysis
Volatility
Volatility data is unavailable without the ticker symbol. Generally, U.S. Treasury ETFs exhibit moderate volatility, primarily influenced by interest rate fluctuations.
Market Risk
The primary market risk associated with this ETF is interest rate risk. Rising interest rates can lead to a decline in the value of the ETF's holdings. Inflation risk and credit risk (although minimal for U.S. Treasuries) are also factors.
Investor Profile
Ideal Investor Profile
The ideal investor is typically a risk-averse investor seeking stable income, diversification, or a hedge against equity market volatility. This ETF suits investors looking for exposure to U.S. government debt and those managing interest rate risk in their portfolios.
Market Risk
This ETF is suitable for long-term investors seeking stable returns, passive index followers, and those looking to diversify their portfolios with fixed-income assets.
Summary
The RBB Fund Inc - US Treasury 10 Year Note ETF offers exposure to U.S. Treasury securities with a maturity of approximately 10 years. It aims to track its underlying index passively, and its performance is closely tied to interest rate movements and economic conditions. It's a suitable choice for risk-averse investors seeking diversification and stable returns. Its smaller size and liquidity compared to major competitors must be considered.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer Websites
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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.