Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
ZTEN
Upturn stock rating

F/m 10-Year Investment Grade Corporate Bond ETF (ZTEN)

Upturn stock rating
$52.05
Last Close (24-hour delay)
Profit since last BUY5.71%
upturn advisory
Consider higher Upturn Star rating
BUY since 94 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

10/24/2025: ZTEN (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 8.73%
Avg. Invested days 59
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 46.90 - 50.56
Updated Date 06/30/2025
52 Weeks Range 46.90 - 50.56
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

F/m 10-Year Investment Grade Corporate Bond ETF

stock logo

ETF Overview

overview logo Overview

The F/m 10-Year Investment Grade Corporate Bond ETF aims to provide investment results that correspond generally to the performance, before fees and expenses, of the ICE 10-Year US Corporate Index. It primarily focuses on investment grade corporate bonds with maturities around 10 years. The asset allocation is predominantly in U.S. corporate bonds. The investment strategy is passive, seeking to track the index.

reliability logo Reputation and Reliability

Information about the issuer's reputation and track record is needed from a reliable data source. Typically, a well-established firm with a history of providing ETFs is considered more reliable.

reliability logo Management Expertise

Specific details about the management team would be needed from data sources.

Investment Objective

overview logo Goal

The primary investment goal is to track the performance of the ICE 10-Year US Corporate Index.

Investment Approach and Strategy

Strategy: The ETF aims to track the ICE 10-Year US Corporate Index.

Composition The ETF holds primarily U.S. investment grade corporate bonds.

Market Position

Market Share: Data about the market share of F/m 10-Year Investment Grade Corporate Bond ETF is needed.

Total Net Assets (AUM): Data about the total assets under management is needed.

Competitors

overview logo Key Competitors

  • iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
  • Vanguard Total Corporate Bond ETF (VTC)
  • SPDR Portfolio Aggregate Bond ETF (SPAB)

Competitive Landscape

The ETF industry for investment-grade corporate bonds is competitive, with several established players. F/m 10-Year Investment Grade Corporate Bond ETF's success depends on its ability to offer competitive returns, manage expenses effectively, and differentiate itself in terms of index tracking or specific bond selection strategies. Advantages could include a lower expense ratio or a slightly different index composition compared to its competitors. Disadvantages could include lower AUM and trading volume compared to larger competitors.

Financial Performance

Historical Performance: Historical financial performance data would be populated here from a data source.

Benchmark Comparison: Comparison data of ETF performance vs. benchmark index would be populated here from a data source.

Expense Ratio: Expense Ratio Data is Needed.

Liquidity

Average Trading Volume

Average trading volume data is required to analyze ETF's liquidity.

Bid-Ask Spread

Bid-ask spread data is required for analyzing trading costs of the ETF.

Market Dynamics

Market Environment Factors

Economic indicators such as interest rates, inflation, and GDP growth, as well as corporate bond market conditions, influence the ETF's performance. Sector growth prospects within the corporate bond market also play a role.

Growth Trajectory

Growth trends and patterns of ETF F/m 10-Year Investment Grade Corporate Bond ETF, including any changes to strategy and holdings, will be highlighted here when data is available.

Moat and Competitive Advantages

Competitive Edge

The ETF's competitive advantage may stem from a specialized index tracking methodology, lower expenses, or targeted bond selection within the investment-grade corporate bond universe. Successfully tracking the 10-year segment could be seen as a differentiated approach. Attracting investors requires demonstrating consistent performance and managing fund costs efficiently. Solid tracking and cost management may allow it to gain an advantage.

Risk Analysis

Volatility

Historical volatility data is needed from data sources.

Market Risk

Specific risks include interest rate risk (bond prices fall as rates rise), credit risk (issuers may default), and liquidity risk (difficulty selling bonds). Changes in the economy and corporate performance influence these risks.

Investor Profile

Ideal Investor Profile

The ideal investor profile includes those seeking stable income, diversification within the corporate bond market, and exposure to investment-grade bonds. Investors with a moderate risk tolerance and a need for income generation are suitable.

Market Risk

This ETF is suited for long-term investors looking for a passive approach to investing in investment grade corporate bonds, and for those seeking predictable income.

Summary

The F/m 10-Year Investment Grade Corporate Bond ETF aims to mirror the ICE 10-Year US Corporate Index, providing focused exposure to U.S. investment-grade corporate bonds. Its success is dependent on tracking accuracy and competitive pricing. Investors seeking fixed income exposure with a specific maturity profile might find it a useful tool. Potential drawbacks include competition from larger, more liquid ETFs and dependence on economic stability and corporate performance.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Issuer Website
  • Financial News Providers (e.g., Bloomberg, Reuters)
  • ETF Database Providers

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Consult with a financial advisor before making any investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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 (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.