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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
10/24/2025: ZTEN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance | ETF Returns Performance |
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 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.
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.
Management Expertise
Specific details about the management team would be needed from data sources.
Investment Objective
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
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.
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.
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