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Upturn AI SWOT - About
F/m 3-Year Investment Grade Corporate Bond ETF (ZTRE)
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Upturn Advisory Summary
10/24/2025: ZTRE (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 8.57% | Avg. Invested days 85 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.67 - 51.07 | Updated Date 06/30/2025 |
52 Weeks Range 47.67 - 51.07 | Updated Date 06/30/2025 |
Upturn AI SWOT
F/m 3-Year Investment Grade Corporate Bond ETF
ETF Overview
Overview
The F/m 3-Year Investment Grade Corporate Bond ETF seeks to provide current income by investing primarily in U.S. dollar-denominated investment-grade corporate bonds with maturities of three years.
Reputation and Reliability
The issuer's reputation and reliability are based on its history and track record in the ETF market. Further details will depend on the specific issuer.
Management Expertise
The management team's expertise lies in fixed-income portfolio management and ETF operations. Further details will depend on the specific issuer.
Investment Objective
Goal
To provide current income while maintaining a relatively short-term maturity profile.
Investment Approach and Strategy
Strategy: The ETF aims to invest in a portfolio of investment-grade corporate bonds with maturities around three years.
Composition The ETF holds a portfolio of U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: Data on specific market share is not readily available. Provide placeholder such as 'Data not readily available'.
Total Net Assets (AUM): Data on specific market share is not readily available. Provide placeholder such as 'Data not readily available'.
Competitors
Key Competitors
- IEI
- VGIT
- SCHR
Competitive Landscape
The competitive landscape is dominated by larger ETFs with significant AUM. The advantages and disadvantages of F/m 3-Year Investment Grade Corporate Bond ETF depend on its specific strategy and fees compared to competitors. Smaller ETFs may have difficulty gaining traction against their larger counterparts.
Financial Performance
Historical Performance: Historical performance data is needed from financial sources to fill in the array. [].
Benchmark Comparison: The ETF's performance should be compared to a relevant benchmark, such as the Bloomberg Barclays 1-3 Year U.S. Corporate Bond Index.
Expense Ratio: Data on specific Expense Ratio is not readily available. Provide placeholder such as 'Data not readily available'.
Liquidity
Average Trading Volume
Average trading volume indicates how actively the ETF is traded and can be used to determine the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth can significantly impact the performance of corporate bonds.
Growth Trajectory
Growth trends depend on the ETF's ability to attract assets and deliver competitive performance relative to its benchmark and peers.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge may arise from a unique investment strategy, lower expense ratio, or superior management. These factors can distinguish it from competitors in the crowded corporate bond ETF market. Focus on the short-term investment grade space provides a relatively lower risk profile than longer-duration bond ETFs, but that comes with lower potential yield.
Risk Analysis
Volatility
Historical volatility can be assessed by examining the ETF's price fluctuations over time.
Market Risk
Specific risks include interest rate risk, credit risk, and liquidity risk associated with the underlying corporate bonds.
Investor Profile
Ideal Investor Profile
The ideal investor profile is a risk-averse investor seeking current income with a focus on capital preservation.
Market Risk
The ETF is best suited for long-term investors seeking stable income, or as part of a diversified fixed-income portfolio.
Summary
The F/m 3-Year Investment Grade Corporate Bond ETF aims to provide current income by investing in short-term investment-grade corporate bonds. Its performance is influenced by interest rate movements and credit spreads. The ETF is suitable for investors with low risk tolerance and a desire for stable income. It competes with larger ETFs in the same space, and must demonstrate it can offer value to investors. The ETF is a solid option for capital preservation and income for low risk investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer's Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made 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 F/m 3-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 2.5 years, but less than 3.5 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.