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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
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 5.14% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 46.90 - 50.56 | Updated Date 06/30/2025 |
52 Weeks Range 46.90 - 50.56 | Updated Date 06/30/2025 |
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 a maturity of 10 years or greater.
Reputation and Reliability
Issuer details not available.
Management Expertise
Management expertise details not available.
Investment Objective
Goal
Seeks to replicate the performance of the ICE BofA 10+ Year US Corporate Index.
Investment Approach and Strategy
Strategy: Tracks the ICE BofA 10+ Year US Corporate Index.
Composition Primarily holds investment-grade corporate bonds with maturities of 10 years or more.
Market Position
Market Share: Market share unavailable.
Total Net Assets (AUM): Data not publicly available.
Competitors
Key Competitors
- iShares 20+ Year Treasury Bond ETF (TLT)
- Vanguard Long-Term Corporate Bond ETF (VCLT)
- SPDR Portfolio Long Term Corporate Bond ETF (SPLB)
Competitive Landscape
The competitive landscape consists of several established ETFs with high AUM. F/m 10-Year Investment Grade Corporate Bond ETF's main disadvantage is lack of brand awareness; however, it may compete on expense ratios.
Financial Performance
Historical Performance: Historical performance data not available.
Benchmark Comparison: Benchmark comparison data not available.
Expense Ratio: Expense ratio not available.
Liquidity
Average Trading Volume
Average trading volume is not available.
Bid-Ask Spread
Bid-ask spread details are not available.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation significantly impact the ETF's performance. Changes in corporate bond spreads also affect returns.
Growth Trajectory
Growth trajectory details are not available.
Moat and Competitive Advantages
Competitive Edge
The F/m 10-Year Investment Grade Corporate Bond ETF aims to track a specific segment of the corporate bond market. The ETF is not well known and its competitive edge is not significant due to the lack of publicly available data. Its success relies on the issuer's capabilities and market acceptance. Information on trading volume and the number of outstanding shares could increase the ETF's prospects.
Risk Analysis
Volatility
Volatility data is not available.
Market Risk
The ETF is exposed to interest rate risk and credit risk. Rising interest rates can decrease bond values, while issuer-specific credit events can lead to defaults.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking exposure to long-term investment-grade corporate bonds for income generation and diversification.
Market Risk
More suited for long-term investors than active traders given the focus on relatively stable investment-grade bonds.
Summary
The F/m 10-Year Investment Grade Corporate Bond ETF seeks to track the performance of the ICE BofA 10+ Year US Corporate Index. It invests in long-term investment-grade corporate bonds and is vulnerable to interest rate and credit risk. Investor profiles for this ETF are typically investors focused on long-term investment or income generation. Due to the lack of AUM and other specific data it is difficult to fully analyze this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer Websites
Disclaimers:
The data provided is based on publicly available information and may not be entirely complete or accurate. Investment decisions should be based on thorough research and consultation with a 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 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.
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.